Beacon Pointe Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.74M | Buy |
13,288
+281
| +2% | +$206K | 0.1% | 180 |
|
2025
Q1 | $8.75M | Buy |
13,007
+242
| +2% | +$163K | 0.1% | 191 |
|
2024
Q4 | $7.27M | Sell |
12,765
-857
| -6% | -$488K | 0.08% | 209 |
|
2024
Q3 | $6.73M | Buy |
13,622
+27
| +0.2% | +$13.3K | 0.08% | 228 |
|
2024
Q2 | $7.94M | Sell |
13,595
-209
| -2% | -$122K | 0.09% | 195 |
|
2024
Q1 | $7.41M | Buy |
13,804
+10,622
| +334% | +$5.7M | 0.08% | 218 |
|
2023
Q4 | $1.47M | Sell |
3,182
-1,305
| -29% | -$604K | 0.02% | 555 |
|
2023
Q3 | $1.95M | Buy |
4,487
+144
| +3% | +$62.6K | 0.02% | 460 |
|
2023
Q2 | $1.86M | Buy |
4,343
+1,649
| +61% | +$705K | 0.03% | 389 |
|
2023
Q1 | $959K | Sell |
2,694
-74
| -3% | -$26.3K | 0.02% | 558 |
|
2022
Q4 | $1.04M | Buy |
2,768
+76
| +3% | +$28.5K | 0.02% | 492 |
|
2022
Q3 | $915K | Buy |
2,692
+151
| +6% | +$51.3K | 0.02% | 481 |
|
2022
Q2 | $830K | Sell |
2,541
-303
| -11% | -$99K | 0.02% | 518 |
|
2022
Q1 | $871K | Buy |
2,844
+1,812
| +176% | +$555K | 0.01% | 661 |
|
2021
Q4 | $257K | Sell |
1,032
-200
| -16% | -$49.8K | 0.01% | 786 |
|
2021
Q3 | $246K | Sell |
1,232
-100
| -8% | -$20K | 0.01% | 778 |
|
2021
Q2 | $255K | Buy |
+1,332
| New | +$255K | 0.01% | 712 |
|