SageView Advisory Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
1,507
+22
| +1% | +$15.5K | 0.04% | 233 |
|
|
2025
Q1 | $999K | Buy |
1,485
+457
| +44% | +$308K | 0.04% | 228 |
|
|
2024
Q4 | $586K | Buy |
1,028
+75
| +8% | +$42.7K | 0.03% | 314 |
|
|
2024
Q3 | $471K | Sell |
953
-676
| -41% | -$334K | 0.02% | 309 |
|
|
2024
Q2 | $952K | Buy |
+1,629
| New | +$952K | 0.04% | 229 |
|
|
2024
Q1 | – | Sell |
-1,450
| Closed | -$710K | – | 681 |
|
|
2023
Q4 | $710K | Buy |
+1,450
| New | +$710K | 0.03% | 319 |
|