American Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+353
| New | +$259K | 0.02% | 241 |
|
|
2024
Q4 | – | Sell |
-562
| Closed | -$278K | – | 330 |
|
|
2024
Q3 | $278K | Sell |
562
-795
| -59% | -$393K | 0.02% | 196 |
|
|
2024
Q2 | $793K | Sell |
1,357
-191
| -12% | -$112K | 0.06% | 99 |
|
|
2024
Q1 | $831K | Sell |
1,548
-121
| -7% | -$65K | 0.07% | 107 |
|
|
2023
Q4 | $773K | Sell |
1,669
-64
| -4% | -$29.6K | 0.06% | 104 |
|
|
2023
Q3 | $754K | Sell |
1,733
-695
| -29% | -$302K | 0.06% | 120 |
|
|
2023
Q2 | $1.04M | Sell |
2,428
-114
| -4% | -$48.7K | 0.07% | 131 |
|
|
2023
Q1 | $905K | Sell |
2,542
-5
| -0.2% | -$1.78K | 0.06% | 139 |
|
|
2022
Q4 | $955K | Buy |
2,547
+800
| +46% | +$300K | 0.09% | 129 |
|
|
2022
Q3 | $594K | Sell |
1,747
-30
| -2% | -$10.2K | 0.05% | 171 |
|
|
2022
Q2 | $580K | Sell |
1,777
-1,238
| -41% | -$404K | 0.05% | 192 |
|
|
2022
Q1 | $923K | Buy |
3,015
+1,640
| +119% | +$502K | 0.06% | 157 |
|
|
2021
Q4 | $342K | Buy |
+1,375
| New | +$342K | 0.03% | 213 |
|