BFG
Beacon Financial Group’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
5,508
-73
| -1% | -$53.5K | 0.42% | 64 |
|
|
2025
Q1 | $3.76M | Sell |
5,581
-210
| -4% | -$141K | 0.41% | 64 |
|
|
2024
Q4 | $3.3M | Sell |
5,791
-84
| -1% | -$47.9K | 0.36% | 74 |
|
|
2024
Q3 | $2.9M | Sell |
5,875
-82
| -1% | -$40.5K | 0.31% | 80 |
|
|
2024
Q2 | $3.48M | Sell |
5,957
-225
| -4% | -$131K | 0.4% | 67 |
|
|
2024
Q1 | $3.32M | Sell |
6,182
-210
| -3% | -$113K | 0.38% | 71 |
|
|
2023
Q4 | $2.96M | Sell |
6,392
-148
| -2% | -$68.5K | 0.36% | 75 |
|
|
2023
Q3 | $2.7M | Sell |
6,540
-182
| -3% | -$75.1K | 0.38% | 76 |
|
|
2023
Q2 | $2.83M | Sell |
6,722
-88
| -1% | -$37K | 0.38% | 74 |
|
|
2023
Q1 | $2.53M | Sell |
6,810
-418
| -6% | -$155K | 0.35% | 75 |
|
|
2022
Q4 | $2.71M | Sell |
7,228
-246
| -3% | -$92.3K | 0.37% | 75 |
|
|
2022
Q3 | $2.56M | Buy |
7,474
+58
| +0.8% | +$19.8K | 0.4% | 68 |
|
|
2022
Q2 | $2.38M | Sell |
7,416
-140
| -2% | -$44.8K | 0.35% | 80 |
|
|
2022
Q1 | $2.33M | Sell |
7,556
-103
| -1% | -$31.7K | 0.31% | 87 |
|
|
2021
Q4 | $1.9M | Sell |
7,659
-270
| -3% | -$67K | 0.25% | 93 |
|
|
2021
Q3 | $1.63M | Sell |
7,929
-203
| -2% | -$41.7K | 0.22% | 99 |
|
|
2021
Q2 | $1.58M | Sell |
8,132
-2,807
| -26% | -$546K | 0.22% | 106 |
|
|
2021
Q1 | $1.3M | Hold |
10,939
| – | – | 0.2% | 110 |
|
|
2020
Q4 | $1.3M | Buy |
10,939
+2,351
| +27% | +$280K | 0.2% | 112 |
|
|
2020
Q3 | $1.28M | Sell |
8,588
-428
| -5% | -$63.7K | 0.23% | 106 |
|
|
2020
Q2 | $1.37M | Buy |
9,016
+56
| +0.6% | +$8.5K | 0.26% | 97 |
|
|
2020
Q1 | $1.24M | Buy |
8,960
+215
| +2% | +$29.7K | 0.27% | 95 |
|
|
2019
Q4 | $1.19M | Hold |
8,745
| – | – | 0.15% | 112 |
|
|
2019
Q3 | $1.19M | Sell |
8,745
-281
| -3% | -$38.1K | 0.2% | 106 |
|
|
2019
Q2 | $1.21M | Buy |
9,026
+115
| +1% | +$15.5K | 0.21% | 105 |
|
|
2019
Q1 | $1.04K | Buy |
8,911
+596
| +7% | +$70 | 0.17% | 108 |
|
|
2018
Q4 | $915K | Sell |
8,315
-297
| -3% | -$32.7K | 0.17% | 109 |
|
|
2018
Q3 | $1.14M | Buy |
8,612
+12
| +0.1% | +$1.59K | 0.19% | 94 |
|
|
2018
Q2 | $1.15M | Sell |
8,600
-226
| -3% | -$30.1K | 0.19% | 95 |
|
|
2018
Q1 | $1.24M | Buy |
8,826
+329
| +4% | +$46.3K | 0.21% | 91 |
|
|
2017
Q4 | $1.33M | Sell |
8,497
-160
| -2% | -$25K | 0.23% | 86 |
|
|
2017
Q3 | $1.33M | Sell |
8,657
-176
| -2% | -$27K | 0.24% | 78 |
|
|
2017
Q2 | $1.45M | Buy |
8,833
+625
| +8% | +$102K | 0.27% | 76 |
|
|
2017
Q1 | $1.23M | Buy |
8,208
+917
| +13% | +$137K | 0.23% | 79 |
|
|
2016
Q4 | $1.02M | Buy |
7,291
+3,091
| +74% | +$434K | 0.21% | 80 |
|
|
2016
Q3 | $691K | Buy |
+4,200
| New | +$691K | 0.15% | 102 |
|