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