Evermay Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
294
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $198K | Hold |
294
| – | – | 0.03% | 187 |
|
|
2024
Q4 | $168K | Hold |
294
| – | – | 0.03% | 209 |
|
|
2024
Q3 | $146K | Hold |
294
| – | – | 0.02% | 228 |
|
|
2024
Q2 | $172K | Hold |
294
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $158K | Sell |
294
-1
| -0.3% | -$537 | 0.02% | 215 |
|
|
2023
Q4 | $137K | Buy |
295
+1
| +0.3% | +$464 | 0.03% | 213 |
|
|
2023
Q3 | $128K | Hold |
294
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $126K | Hold |
294
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $105K | Hold |
294
| – | – | 0.02% | 235 |
|
|
2022
Q4 | $110K | Hold |
294
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $100K | Hold |
294
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $96K | Hold |
294
| – | – | 0.02% | 223 |
|
|
2022
Q1 | $90K | Buy |
294
+44
| +18% | +$13.5K | 0.02% | 260 |
|
|
2021
Q4 | $62K | Hold |
250
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $50K | Sell |
250
-25
| -9% | -$5K | 0.01% | 265 |
|
|
2021
Q2 | $53K | Buy |
+275
| New | +$53K | 0.01% | 278 |
|