OneAscent Financial Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
635
-161
| -20% | -$118K | 0.03% | 328 |
|
|
2025
Q1 | $536K | Sell |
796
-258
| -24% | -$174K | 0.03% | 323 |
|
|
2024
Q4 | $601K | Buy |
1,054
+367
| +53% | +$209K | 0.05% | 224 |
|
|
2024
Q3 | $340K | Sell |
687
-209
| -23% | -$103K | 0.24% | 106 |
|
|
2024
Q2 | $524K | Sell |
896
-24
| -3% | -$14K | 0.07% | 141 |
|
|
2024
Q1 | $495K | Sell |
920
-367
| -29% | -$197K | 0.05% | 204 |
|
|
2023
Q4 | $596K | Buy |
1,287
+528
| +70% | +$245K | 0.07% | 167 |
|
|
2023
Q3 | $330K | Buy |
759
+17
| +2% | +$7.39K | 0.09% | 170 |
|
|
2023
Q2 | $317K | Buy |
742
+66
| +10% | +$28.2K | 0.14% | 79 |
|
|
2023
Q1 | $241K | Sell |
676
-71
| -10% | -$25.3K | 0.1% | 142 |
|
|
2022
Q4 | $281K | Sell |
747
-75
| -9% | -$28.2K | 0.12% | 130 |
|
|
2022
Q3 | $280K | Buy |
+822
| New | +$280K | 0.11% | 132 |
|