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