Atlas Capital Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.39M | Sell |
4,624
-543
| -11% | -$398K | 0.41% | 58 |
|
2025
Q1 | $3.48M | Sell |
5,167
-424
| -8% | -$285K | 0.43% | 54 |
|
2024
Q4 | $3.19M | Sell |
5,591
-10
| -0.2% | -$5.7K | 0.4% | 53 |
|
2024
Q3 | $2.77M | Buy |
5,601
+352
| +7% | +$174K | 0.42% | 51 |
|
2024
Q2 | $3.07M | Sell |
5,249
-509
| -9% | -$297K | 0.4% | 54 |
|
2024
Q1 | $3.09M | Sell |
5,758
-131
| -2% | -$70.3K | 0.48% | 49 |
|
2023
Q4 | $2.73M | Buy |
5,889
+202
| +4% | +$93.5K | 0.39% | 54 |
|
2023
Q3 | $2.47M | Buy |
5,687
+1
| +0% | +$435 | 0.41% | 55 |
|
2023
Q2 | $2.43M | Buy |
5,686
+16
| +0.3% | +$6.84K | 0.37% | 57 |
|
2023
Q1 | $2.02M | Sell |
5,670
-480
| -8% | -$171K | 0.32% | 62 |
|
2022
Q4 | $2.31M | Buy |
6,150
+29
| +0.5% | +$10.9K | 0.39% | 54 |
|
2022
Q3 | $2.08M | Sell |
6,121
-750
| -11% | -$255K | 0.38% | 55 |
|
2022
Q2 | $2.24M | Buy |
6,871
+830
| +14% | +$271K | 0.38% | 53 |
|
2022
Q1 | $1.85M | Buy |
6,041
+1,967
| +48% | +$602K | 0.29% | 76 |
|
2021
Q4 | $1.01M | Sell |
4,074
-32
| -0.8% | -$7.95K | 0.15% | 114 |
|
2021
Q3 | $819K | Sell |
4,106
-189
| -4% | -$37.7K | 0.13% | 131 |
|
2021
Q2 | $821K | Buy |
4,295
+4
| +0.1% | +$765 | 0.14% | 138 |
|
2021
Q1 | $837K | Buy |
4,291
+65
| +2% | +$12.7K | 0.16% | 121 |
|
2020
Q4 | $735K | Sell |
4,226
-3,021
| -42% | -$525K | 0.15% | 129 |
|
2020
Q3 | $1.08M | Sell |
7,247
-398
| -5% | -$59.3K | 0.26% | 91 |
|
2020
Q2 | $1.17M | Sell |
7,645
-1,168
| -13% | -$179K | 0.28% | 82 |
|
2020
Q1 | $1.19M | Sell |
8,813
-270
| -3% | -$36.5K | 0.35% | 72 |
|
2019
Q4 | $1.26M | Sell |
9,083
-124
| -1% | -$17.2K | 0.31% | 83 |
|
2019
Q3 | $1.26M | Buy |
9,207
+2,684
| +41% | +$367K | 0.38% | 74 |
|
2019
Q2 | $877K | Sell |
6,523
-100
| -2% | -$13.4K | 0.29% | 94 |
|
2019
Q1 | $775K | Sell |
6,623
-433
| -6% | -$50.7K | 0.28% | 101 |
|
2018
Q4 | $779K | Buy |
+7,056
| New | +$779K | 0.31% | 87 |
|
2018
Q3 | – | Sell |
-49
| Closed | -$6.59K | – | 555 |
|
2018
Q2 | $6.59K | Hold |
49
| – | – | ﹤0.01% | 487 |
|
2018
Q1 | $6.9K | Buy |
+49
| New | +$6.9K | ﹤0.01% | 492 |
|