Paragon Private Wealth Management’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$419K	Sell	572 -54	-9%	-$39.6K	0.17%	140
2025 Q1	$421K	Sell	626 -91	-13%	-$61.2K	0.2%	131
2024 Q4	$409K	Buy	717 +46	+7%	+$26.2K	0.19%	116
2024 Q3	$332K	Buy	671 +261	+64%	+$129K	0.16%	125
2024 Q2	$239K	Buy	+410	New	+$239K	0.14%	139