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 |
|