Athena Investment 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 | $440K | Sell |
601
-62
| -9% | -$45.4K | 0.25% | 96 |
|
|
2025
Q1 | $446K | Sell |
663
-184
| -22% | -$124K | 0.27% | 85 |
|
|
2024
Q4 | $483K | Sell |
847
-142
| -14% | -$80.9K | 0.28% | 84 |
|
|
2024
Q3 | $489K | Sell |
989
-137
| -12% | -$67.7K | 0.28% | 83 |
|
|
2024
Q2 | $658K | Sell |
1,126
-61
| -5% | -$35.6K | 0.4% | 61 |
|
|
2024
Q1 | $637K | Sell |
1,187
-152
| -11% | -$81.6K | 0.38% | 66 |
|
|
2023
Q4 | $620K | Sell |
1,339
-20
| -1% | -$9.26K | 0.4% | 61 |
|
|
2023
Q3 | $591K | Sell |
1,359
-90
| -6% | -$39.1K | 0.42% | 60 |
|
|
2023
Q2 | $619K | Sell |
1,449
-4
| -0.3% | -$1.71K | 0.43% | 57 |
|
|
2023
Q1 | $517K | Sell |
1,453
-8
| -0.5% | -$2.85K | 0.37% | 63 |
|
|
2022
Q4 | $548K | Buy |
1,461
+59
| +4% | +$22.1K | 0.4% | 60 |
|
|
2022
Q3 | $476K | Sell |
1,402
-88
| -6% | -$29.9K | 0.4% | 61 |
|
|
2022
Q2 | $486K | Hold |
1,490
| – | – | 0.38% | 58 |
|
|
2022
Q1 | $460K | Buy |
+1,490
| New | +$460K | 0.36% | 63 |
|