BAM
Belpointe Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
1,761
-119
| -6% | -$87.2K | 0.05% | 287 |
|
|
2025
Q1 | $1.27M | Buy |
1,880
+195
| +12% | +$131K | 0.07% | 280 |
|
|
2024
Q4 | $945K | Buy |
1,685
+100
| +6% | +$56.1K | 0.06% | 333 |
|
|
2024
Q3 | $784K | Buy |
1,585
+532
| +51% | +$263K | 0.05% | 369 |
|
|
2024
Q2 | $615K | Buy |
1,053
+434
| +70% | +$254K | 0.04% | 411 |
|
|
2024
Q1 | $332K | Sell |
619
-239
| -28% | -$128K | 0.02% | 551 |
|
|
2023
Q4 | $397K | Sell |
858
-683
| -44% | -$316K | 0.03% | 435 |
|
|
2023
Q3 | $670K | Sell |
1,541
-294
| -16% | -$128K | 0.07% | 266 |
|
|
2023
Q2 | $784K | Sell |
1,835
-5,785
| -76% | -$2.47M | 0.08% | 229 |
|
|
2023
Q1 | $2.71M | Buy |
7,620
+2,685
| +54% | +$956K | 0.15% | 136 |
|
|
2022
Q4 | $1.85M | Sell |
4,935
-2,381
| -33% | -$893K | 0.11% | 187 |
|
|
2022
Q3 | $2.49M | Sell |
7,316
-513
| -7% | -$174K | 0.17% | 116 |
|
|
2022
Q2 | $2.55M | Buy |
7,829
+139
| +2% | +$45.3K | 0.17% | 125 |
|
|
2022
Q1 | $2.35M | Sell |
7,690
-61
| -0.8% | -$18.7K | 0.14% | 145 |
|
|
2021
Q4 | $1.93M | Buy |
7,751
+121
| +2% | +$30.1K | 0.12% | 172 |
|
|
2021
Q3 | $1.52M | Buy |
7,630
+1,002
| +15% | +$200K | 0.1% | 203 |
|
|
2021
Q2 | $1.27M | Sell |
6,628
-579
| -8% | -$111K | 0.09% | 240 |
|
|
2021
Q1 | $1.41M | Sell |
7,207
-21,709
| -75% | -$4.23M | 0.12% | 187 |
|
|
2020
Q4 | $5.03M | Buy |
28,916
+23,119
| +399% | +$4.02M | 0.45% | 36 |
|
|
2020
Q3 | $863K | Sell |
5,797
-117
| -2% | -$17.4K | 0.1% | 230 |
|
|
2020
Q2 | $907K | Buy |
5,914
+1,826
| +45% | +$280K | 0.12% | 187 |
|
|
2020
Q1 | $553K | Buy |
4,088
+2,708
| +196% | +$366K | 0.1% | 232 |
|
|
2019
Q4 | $191K | Buy |
1,380
+246
| +22% | +$34K | 0.02% | 554 |
|
|
2019
Q3 | $155K | Buy |
1,134
+220
| +24% | +$30.1K | 0.03% | 542 |
|
|
2019
Q2 | $123K | Sell |
914
-167
| -15% | -$22.5K | 0.02% | 534 |
|
|
2019
Q1 | $127K | Buy |
+1,081
| New | +$127K | 0.02% | 391 |
|