S.A. Mason’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$623K	Hold	850	–	–	0.3%	78
2025 Q1	$572K	Sell	850 -50	-6%	-$33.7K	0.3%	80
2024 Q4	$513K	Hold	900	–	–	0.27%	87
2024 Q3	$445K	Hold	900	–	–	0.24%	102
2024 Q2	$526K	Hold	900	–	–	0.3%	83
2024 Q1	$483K	Hold	900	–	–	0.29%	92
2023 Q4	$417K	Hold	900	–	–	0.28%	99
2023 Q3	$391K	Hold	900	–	–	0.28%	94
2023 Q2	$320K	Hold	900	–	–	0.23%	116
2023 Q1	$320K	Hold	900	–	–	0.23%	116
2022 Q4	$338K	Hold	900	–	–	0.25%	108
2022 Q3	$306K	Hold	900	–	–	0.24%	113
2022 Q2	$294K	Hold	900	–	–	0.21%	120
2022 Q1	$276K	Hold	900	–	–	0.17%	137
2021 Q4	$224K	Hold	900	–	–	0.13%	153
2021 Q3	$179K	Hold	900	–	–	0.12%	161
2021 Q2	$172K	Hold	900	–	–	0.12%	166
2021 Q1	$176K	Hold	900	–	–	0.13%	161
2020 Q4	$157K	Hold	900	–	–	0.13%	159
2020 Q3	$134K	Hold	900	–	–	0.13%	155
2020 Q2	$138K	Sell	900 -100	-10%	-$15.3K	0.15%	146
2020 Q1	$135K	Hold	1,000	–	–	0.16%	131
2019 Q4	$138K	Buy	+1,000	New	+$138K	0.13%	152