Ep Wealth Advisors, LLC Mckesson Corp Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Mckesson Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 19,470 shares of MCK stock, worth $11.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,470

Previous 19,266 1.06%

Holding current value

$11.4 Million

Previous $8.92 Million 17.19%

% of portfolio

0.12%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$473.42 - $539.26 $96,577 - $110,009	204 Added 1.06%	19,470 $10.5 Million
Q4 2023 Feb 28, 2024	SELL	$437.42 - $470.64 $565,584 - $608,537	-1,293 Reduced 6.29%	19,266 $8.92 Million
Q3 2023 Nov 22, 2023	SELL	$402.4 - $446.42 $4.64 Million - $5.14 Million	-11,525 Reduced 35.92%	20,559 $8.94 Million
Q2 2023 Aug 14, 2023	BUY	$354.01 - $427.31 $8.17 Million - $9.86 Million	23,076 Added 256.17%	32,084 $13.7 Million
Q1 2023 Jun 05, 2023	SELL	$335.35 - $386.06 $4.47 Million - $5.15 Million	-13,342 Reduced 59.7%	9,008 $3.21 Million

Q4 2022 Jun 12, 2023	BUY	$346.68 - $397.58 $4.57 Million - $5.25 Million	13,196 Added 146.49%	22,204 $8.33 Million
Q3 2022 Dec 02, 2022	BUY	$321.25 - $373.84 $4.57 Million - $5.32 Million	14,232 Added 175.31%	22,350 $7.6 Million
Q2 2022 Aug 11, 2022	SELL	$300.57 - $336.42 $7,814 - $8,746	-26 Reduced 0.32%	8,118 $2.65 Million
Q1 2022 May 20, 2022	SELL	$244.61 - $310.48 $7,582 - $9,624	-31 Reduced 0.38%	8,144 $2.49 Million
Q4 2021 Feb 17, 2022	BUY	$198.21 - $248.9 $24,181 - $30,365	122 Added 1.51%	8,175 $2.03 Million
Q3 2021 Nov 23, 2021	SELL	$188.42 - $208.66 $376,274 - $416,694	-1,997 Reduced 19.87%	8,053 $1.61 Million
Q3 2021 Nov 16, 2021	SELL	$188.42 - $208.66 $211,784 - $234,533	-1,124 Reduced 10.06%	10,050 $1.61 Million
Q2 2021 Aug 24, 2021	SELL	$184.89 - $202.68 $220,758 - $241,999	-1,194 Reduced 9.65%	11,174 $2.14 Million
Q1 2021 May 17, 2021	BUY	$169.52 - $196.53 $2.1 Million - $2.43 Million	12,368 New	12,368 $2.41 Million

Others Institutions Holding MCK

# of Institutions

1,678

Shares Held

109M

Call Options Held

676K

Put Options Held

678K

View Full List

About MCKESSON CORP

Ticker MCK
Exchange NYSE
Sector Healthcare
Industry Medical Distribution
Shares Outstandng 143,730,000
Market Cap $84.5B
Description
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, International, Medical-Surgical Solutions, and Prescription Technology Solutions (RxTS). The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar, and over-the-counter phar...

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Ep Wealth Advisors, LLC Mckesson Corp Transaction History