Atria Wealth Solutions’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$866K Sell
1,185
-5,206
-81% -$3.8M 0.02% 700
2025
Q1
$4.31M Sell
6,391
-2,244
-26% -$1.51M 0.05% 385
2024
Q4
$4.93M Buy
8,635
+250
+3% +$143K 0.05% 351
2024
Q3
$4.15M Sell
8,385
-516
-6% -$255K 0.05% 392
2024
Q2
$5.2M Buy
8,901
+77
+0.9% +$45K 0.06% 329
2024
Q1
$4.74M Buy
8,824
+1,536
+21% +$825K 0.05% 352
2023
Q4
$3.38M Buy
7,288
+771
+12% +$357K 0.04% 422
2023
Q3
$2.84M Sell
6,517
-763
-10% -$332K 0.04% 454
2023
Q2
$3.11M Sell
7,280
-515
-7% -$220K 0.04% 429
2023
Q1
$2.78M Buy
7,795
+1,326
+20% +$473K 0.04% 427
2022
Q4
$2.43M Sell
6,469
-1,926
-23% -$723K 0.04% 444
2022
Q3
$2.86M Buy
8,395
+4,121
+96% +$1.4M 0.05% 360
2022
Q2
$1.4M Buy
4,274
+1,979
+86% +$646K 0.03% 549
2022
Q1
$704K Buy
+2,295
New +$704K 0.01% 889