EverSource Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
2,401
+366
| +18% | +$268K | 0.08% | 182 |
|
|
2025
Q1 | $1.37M | Buy |
2,035
+28
| +1% | +$18.8K | 0.08% | 199 |
|
|
2024
Q4 | $1.14M | Buy |
2,007
+144
| +8% | +$82.1K | 0.06% | 223 |
|
|
2024
Q3 | $921K | Buy |
1,863
+10
| +0.5% | +$4.94K | 0.06% | 229 |
|
|
2024
Q2 | $1.14M | Buy |
1,853
+197
| +12% | +$122K | 0.08% | 199 |
|
|
2024
Q1 | $890K | Buy |
1,656
+8
| +0.5% | +$4.3K | 0.07% | 197 |
|
|
2023
Q4 | $763K | Buy |
1,648
+14
| +0.9% | +$6.48K | 0.07% | 192 |
|
|
2023
Q3 | $710K | Sell |
1,634
-68
| -4% | -$29.6K | 0.08% | 189 |
|
|
2023
Q2 | $727K | Buy |
1,702
+67
| +4% | +$28.6K | 0.08% | 195 |
|
|
2023
Q1 | $582K | Sell |
1,635
-3
| -0.2% | -$1.07K | 0.07% | 199 |
|
|
2022
Q4 | $614K | Sell |
1,638
-370
| -18% | -$139K | 0.09% | 174 |
|
|
2022
Q3 | $682K | Buy |
2,008
+1,912
| +1,992% | +$649K | 0.16% | 128 |
|
|
2022
Q2 | $31K | Buy |
96
+18
| +23% | +$5.81K | 0.01% | 723 |
|
|
2022
Q1 | $24K | Sell |
78
-72
| -48% | -$22.2K | 0.01% | 635 |
|
|
2021
Q4 | $37K | Buy |
+150
| New | +$37K | 0.01% | 484 |
|