Ativo Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,707
| Closed | -$1.21M | – | 99 |
|
|
2022
Q2 | $1.21M | Sell |
3,707
-1,900
| -34% | -$620K | 0.81% | 44 |
|
|
2022
Q1 | $1.72M | Sell |
5,607
-1,390
| -20% | -$425K | 0.88% | 30 |
|
|
2021
Q4 | $1.74M | Hold |
6,997
| – | – | 0.77% | 48 |
|
|
2021
Q3 | $1.4M | Hold |
6,997
| – | – | 0.65% | 67 |
|
|
2021
Q2 | $1.34M | Sell |
6,997
-758
| -10% | -$145K | 0.57% | 83 |
|
|
2021
Q1 | $1.51M | Buy |
7,755
+4
| +0.1% | +$780 | 0.64% | 53 |
|
|
2020
Q4 | $1.35M | Buy |
7,751
+814
| +12% | +$142K | 0.58% | 56 |
|
|
2020
Q3 | $1.03M | Sell |
6,937
-570
| -8% | -$84.9K | 0.5% | 81 |
|
|
2020
Q2 | $1.15M | Buy |
+7,507
| New | +$1.15M | 0.62% | 64 |
|