Genesis 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
$300K Sell
409
-63
-13% -$46.2K 0.14% 89
2025
Q1
$318K Sell
472
-28
-6% -$18.8K 0.17% 75
2024
Q4
$285K Buy
+500
New +$285K 0.16% 81