CFG
Cooper Financial Group’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
2,832
-29
| -1% | -$21.3K | 0.24% | 76 |
|
|
2025
Q1 | $1.93M | Buy |
2,861
+83
| +3% | +$55.9K | 0.25% | 82 |
|
|
2024
Q4 | $1.58M | Buy |
2,778
+188
| +7% | +$107K | 0.19% | 95 |
|
|
2024
Q3 | $1.28M | Buy |
2,590
+762
| +42% | +$377K | 0.17% | 106 |
|
|
2024
Q2 | $1.07M | Buy |
1,828
+332
| +22% | +$194K | 0.16% | 114 |
|
|
2024
Q1 | $803K | Sell |
1,496
-5
| -0.3% | -$2.68K | 0.13% | 151 |
|
|
2023
Q4 | $695K | Sell |
1,501
-17
| -1% | -$7.87K | 0.13% | 155 |
|
|
2023
Q3 | $660K | Sell |
1,518
-96
| -6% | -$41.7K | 0.16% | 148 |
|
|
2023
Q2 | $690K | Buy |
1,614
+274
| +20% | +$117K | 0.17% | 144 |
|
|
2023
Q1 | $477K | Buy |
1,340
+188
| +16% | +$66.9K | 0.13% | 176 |
|
|
2022
Q4 | $432K | Sell |
1,152
-22
| -2% | -$8.25K | 0.13% | 165 |
|
|
2022
Q3 | $399K | Buy |
1,174
+94
| +9% | +$31.9K | 0.14% | 149 |
|
|
2022
Q2 | $352K | Buy |
1,080
+37
| +4% | +$12.1K | 0.13% | 163 |
|
|
2022
Q1 | $319K | Buy |
1,043
+21
| +2% | +$6.42K | 0.12% | 166 |
|
|
2021
Q4 | $254K | Buy |
1,022
+9
| +0.9% | +$2.24K | 0.1% | 193 |
|
|
2021
Q3 | $202K | Buy |
+1,013
| New | +$202K | 0.04% | 241 |
|
|
2021
Q2 | – | Sell |
-1,028
| Closed | -$201K | – | 258 |
|
|
2021
Q1 | $201K | Buy |
+1,028
| New | +$201K | 0.05% | 239 |
|