Sage Mountain Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Buy |
1,384
+141
| +11% | +$103K | 0.07% | 141 |
|
2025
Q1 | $837K | Sell |
1,243
-102
| -8% | -$68.7K | 0.06% | 148 |
|
2024
Q4 | $766K | Buy |
1,345
+685
| +104% | +$390K | 0.06% | 154 |
|
2024
Q3 | $326K | Sell |
660
-106
| -14% | -$52.4K | 0.03% | 273 |
|
2024
Q2 | $447K | Buy |
766
+56
| +8% | +$32.7K | 0.04% | 191 |
|
2024
Q1 | $381K | Buy |
710
+35
| +5% | +$18.8K | 0.04% | 202 |
|
2023
Q4 | $313K | Buy |
675
+3
| +0.4% | +$1.39K | 0.04% | 194 |
|
2023
Q3 | $292K | Buy |
672
+11
| +2% | +$4.78K | 0.04% | 187 |
|
2023
Q2 | $282K | Buy |
+661
| New | +$282K | 0.04% | 188 |
|