Bornite Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-30,000
| Closed | -$17.1M | – | 37 |
|
2024
Q4 | $17.1M | Buy |
+30,000
| New | +$17.1M | 2.3% | 20 |
|
2024
Q3 | – | Sell |
-20,000
| Closed | -$11.7M | – | 55 |
|
2024
Q2 | $11.7M | Sell |
20,000
-20,000
| -50% | -$11.7M | 1.92% | 18 |
|
2024
Q1 | $21.5M | Sell |
40,000
-35,000
| -47% | -$18.8M | 3.6% | 9 |
|
2023
Q4 | $34.7M | Buy |
+75,000
| New | +$34.7M | 8.12% | 7 |
|
2023
Q2 | – | Sell |
-25,000
| Closed | -$8.9M | – | 64 |
|
2023
Q1 | $8.9M | Buy |
+25,000
| New | +$8.9M | 3.02% | 20 |
|