Atria Investments’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
13,616
+657
| +5% | +$481K | 0.12% | 196 |
|
|
2025
Q1 | $8.72M | Buy |
12,959
+1,198
| +10% | +$806K | 0.11% | 214 |
|
|
2024
Q4 | $6.7M | Sell |
11,761
-2,852
| -20% | -$1.63M | 0.08% | 271 |
|
|
2024
Q3 | $7.23M | Sell |
14,613
-1,225
| -8% | -$606K | 0.09% | 254 |
|
|
2024
Q2 | $9.25M | Sell |
15,838
-908
| -5% | -$530K | 0.12% | 187 |
|
|
2024
Q1 | $8.98M | Buy |
16,746
+1,313
| +9% | +$704K | 0.12% | 188 |
|
|
2023
Q4 | $7.14M | Buy |
15,433
+239
| +2% | +$111K | 0.11% | 218 |
|
|
2023
Q3 | $6.6M | Sell |
15,194
-317
| -2% | -$138K | 0.12% | 212 |
|
|
2023
Q2 | $6.62M | Buy |
15,511
+911
| +6% | +$389K | 0.12% | 200 |
|
|
2023
Q1 | $5.2M | Sell |
14,600
-1,184
| -8% | -$421K | 0.1% | 255 |
|
|
2022
Q4 | $5.92M | Buy |
15,784
+240
| +2% | +$90K | 0.12% | 214 |
|
|
2022
Q3 | $5.28M | Buy |
15,544
+3,322
| +27% | +$1.13M | 0.12% | 218 |
|
|
2022
Q2 | $3.99M | Sell |
12,222
-12,843
| -51% | -$4.19M | 0.08% | 298 |
|
|
2022
Q1 | $7.67M | Buy |
25,065
+2,885
| +13% | +$883K | 0.13% | 182 |
|
|
2021
Q4 | $5.51M | Buy |
22,180
+755
| +4% | +$188K | 0.1% | 254 |
|
|
2021
Q3 | $4.27M | Buy |
21,425
+1,231
| +6% | +$245K | 0.08% | 306 |
|
|
2021
Q2 | $3.86M | Buy |
20,194
+3,458
| +21% | +$661K | 0.07% | 302 |
|
|
2021
Q1 | $3.26M | Sell |
16,736
-455
| -3% | -$88.7K | 0.07% | 315 |
|
|
2020
Q4 | $2.99M | Buy |
17,191
+7,693
| +81% | +$1.34M | 0.07% | 305 |
|
|
2020
Q3 | $1.42M | Buy |
9,498
+1,247
| +15% | +$186K | 0.04% | 450 |
|
|
2020
Q2 | $1.27M | Buy |
8,251
+1,302
| +19% | +$200K | 0.04% | 435 |
|
|
2020
Q1 | $940K | Buy |
6,949
+128
| +2% | +$17.3K | 0.07% | 234 |
|
|
2019
Q4 | $943K | Buy |
6,821
+3,962
| +139% | +$548K | 0.03% | 554 |
|
|
2019
Q3 | $391K | Sell |
2,859
-83
| -3% | -$11.4K | 0.01% | 644 |
|
|
2019
Q2 | $425K | Buy |
2,942
+1,083
| +58% | +$156K | 0.02% | 626 |
|
|
2019
Q1 | $218K | Sell |
1,859
-3,266
| -64% | -$383K | 0.01% | 831 |
|
|
2018
Q4 | $566K | Sell |
5,125
-5,145
| -50% | -$568K | 0.03% | 458 |
|
|
2018
Q3 | $1.36M | Buy |
10,270
+1,956
| +24% | +$259K | 0.05% | 317 |
|
|
2018
Q2 | $1.11M | Sell |
8,314
-2,187
| -21% | -$292K | 0.05% | 355 |
|
|
2018
Q1 | $1.48M | Buy |
10,501
+53
| +0.5% | +$7.47K | 0.07% | 259 |
|
|
2017
Q4 | $1.63M | Buy |
10,448
+1,597
| +18% | +$249K | 0.08% | 245 |
|
|
2017
Q3 | $1.36M | Sell |
8,851
-684
| -7% | -$105K | 0.07% | 250 |
|
|
2017
Q2 | $1.57M | Buy |
9,535
+1,135
| +14% | +$187K | 0.1% | 221 |
|
|
2017
Q1 | $1.25M | Buy |
8,400
+925
| +12% | +$137K | 0.08% | 231 |
|
|
2016
Q4 | $1.05M | Buy |
7,475
+1,531
| +26% | +$215K | 0.08% | 227 |
|
|
2016
Q3 | $991K | Buy |
5,944
+3,384
| +132% | +$564K | 0.09% | 191 |
|
|
2016
Q2 | $492K | Sell |
2,560
-1,048
| -29% | -$201K | 0.05% | 269 |
|
|
2016
Q1 | $567K | Buy |
3,608
+2,306
| +177% | +$362K | 0.06% | 221 |
|
|
2015
Q4 | $237K | Buy |
+1,302
| New | +$237K | 0.03% | 356 |
|
|
2015
Q3 | – | Sell |
-1,287
| Closed | -$289K | – | 388 |
|
|
2015
Q2 | $289K | Sell |
1,287
-186
| -13% | -$41.8K | 0.03% | 320 |
|
|
2015
Q1 | $333K | Sell |
1,473
-1,674
| -53% | -$378K | 0.04% | 304 |
|
|
2014
Q4 | $653K | Buy |
3,147
+118
| +4% | +$24.5K | 0.07% | 220 |
|
|
2014
Q3 | $590K | Sell |
3,029
-528
| -15% | -$103K | 0.06% | 260 |
|
|
2014
Q2 | $662K | Buy |
3,557
+748
| +27% | +$139K | 0.07% | 236 |
|
|
2014
Q1 | $496K | Buy |
2,809
+332
| +13% | +$58.6K | 0.05% | 290 |
|
|
2013
Q4 | $400K | Sell |
2,477
-127
| -5% | -$20.5K | 0.04% | 328 |
|
|
2013
Q3 | $334K | Buy |
+2,604
| New | +$334K | 0.03% | 343 |
|