Evoke Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $992K | Buy |
1,352
+174
| +15% | +$128K | 0.02% | 228 |
|
2025
Q1 | $793K | Buy |
1,178
+223
| +23% | +$150K | 0.02% | 217 |
|
2024
Q4 | $545K | Buy |
955
+177
| +23% | +$101K | 0.02% | 253 |
|
2024
Q3 | $385K | Buy |
+778
| New | +$385K | 0.01% | 296 |
|
2024
Q2 | – | Sell |
-742
| Closed | -$399K | – | 273 |
|
2024
Q1 | $399K | Buy |
+742
| New | +$399K | 0.01% | 289 |
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$522K | – | 244 |
|
2023
Q3 | $522K | Sell |
1,200
-8
| -0.7% | -$3.48K | 0.02% | 232 |
|
2023
Q2 | $517K | Buy |
1,208
+277
| +30% | +$118K | 0.02% | 214 |
|
2023
Q1 | $332K | Sell |
931
-131
| -12% | -$46.7K | 0.01% | 263 |
|
2022
Q4 | $399K | Sell |
1,062
-115
| -10% | -$43.2K | 0.01% | 244 |
|
2022
Q3 | $401K | Hold |
1,177
| – | – | 0.02% | 234 |
|
2022
Q2 | $384K | Buy |
1,177
+5
| +0.4% | +$1.63K | 0.01% | 248 |
|
2022
Q1 | $359K | Buy |
1,172
+13
| +1% | +$3.98K | 0.01% | 265 |
|
2021
Q4 | $289K | Buy |
1,159
+66
| +6% | +$16.5K | 0.01% | 306 |
|
2021
Q3 | $218K | Sell |
1,093
-1
| -0.1% | -$199 | 0.01% | 330 |
|
2021
Q2 | $210K | Sell |
1,094
-38
| -3% | -$7.29K | 0.01% | 343 |
|
2021
Q1 | $221K | Buy |
1,132
+39
| +4% | +$7.61K | 0.01% | 293 |
|
2020
Q4 | $191K | Buy |
1,093
+9
| +0.8% | +$1.57K | 0.01% | 239 |
|
2020
Q3 | $162K | Sell |
1,084
-16
| -1% | -$2.39K | 0.01% | 231 |
|
2020
Q2 | $169K | Sell |
1,100
-36
| -3% | -$5.53K | 0.02% | 212 |
|
2020
Q1 | $154K | Sell |
1,136
-2
| -0.2% | -$271 | 0.02% | 211 |
|
2019
Q4 | $158K | Sell |
1,138
-22
| -2% | -$3.05K | 0.02% | 257 |
|
2019
Q3 | $159K | Buy |
+1,160
| New | +$159K | 0.02% | 298 |
|