EWS
Evergreen Wealth Solutions’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
1,126
-115
| -9% | -$84.3K | 0.5% | 41 |
|
|
2025
Q1 | $835K | Sell |
1,241
-178
| -13% | -$120K | 0.56% | 32 |
|
|
2024
Q4 | $808K | Buy |
1,419
+5
| +0.4% | +$2.85K | 0.56% | 34 |
|
|
2024
Q3 | $699K | Sell |
1,414
-269
| -16% | -$133K | 0.47% | 37 |
|
|
2024
Q2 | $983K | Sell |
1,683
-156
| -8% | -$91.1K | 0.7% | 30 |
|
|
2024
Q1 | $987K | Sell |
1,839
-92
| -5% | -$49.4K | 0.73% | 30 |
|
|
2023
Q4 | $894K | Buy |
1,931
+22
| +1% | +$10.2K | 0.76% | 35 |
|
|
2023
Q3 | $830K | Sell |
1,909
-128
| -6% | -$55.7K | 0.84% | 34 |
|
|
2023
Q2 | $870K | Buy |
2,037
+139
| +7% | +$59.4K | 0.88% | 37 |
|
|
2023
Q1 | $676K | Sell |
1,898
-29
| -2% | -$10.3K | 0.78% | 40 |
|
|
2022
Q4 | $723K | Buy |
1,927
+52
| +3% | +$19.5K | 0.95% | 33 |
|
|
2022
Q3 | $637K | Sell |
1,875
-32
| -2% | -$10.9K | 0.9% | 34 |
|
|
2022
Q2 | $622K | Sell |
1,907
-101
| -5% | -$32.9K | 0.76% | 44 |
|
|
2022
Q1 | $615K | Sell |
2,008
-207
| -9% | -$63.4K | 0.6% | 40 |
|
|
2021
Q4 | $551K | Buy |
+2,215
| New | +$551K | 0.5% | 47 |
|