Cove Private Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
5,190
+515
| +11% | +$377K | 1.34% | 12 |
|
|
2025
Q1 | $3.15M | Buy |
4,675
+600
| +15% | +$404K | 1.65% | 12 |
|
|
2024
Q4 | $2.32M | Hold |
4,075
| – | – | 1.4% | 17 |
|
|
2024
Q3 | $2.01M | Hold |
4,075
| – | – | 1.56% | 16 |
|
|
2024
Q2 | $2.38M | Hold |
4,075
| – | – | 1.9% | 11 |
|
|
2024
Q1 | $2.19M | Hold |
4,075
| – | – | 1.87% | 14 |
|
|
2023
Q4 | $1.89M | Buy |
+4,075
| New | +$1.89M | 1.79% | 16 |
|