Beverly Hills 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 | $1.14M | Sell |
1,551
-1,294
| -45% | -$948K | 0.21% | 118 |
|
|
2025
Q1 | $1.91M | Buy |
2,845
+194
| +7% | +$131K | 0.38% | 75 |
|
|
2024
Q4 | $1.51M | Buy |
2,651
+199
| +8% | +$113K | 0.31% | 89 |
|
|
2024
Q3 | $1.21M | Buy |
2,452
+861
| +54% | +$426K | 0.25% | 110 |
|
|
2024
Q2 | $929K | Buy |
1,591
+516
| +48% | +$301K | 0.2% | 122 |
|
|
2024
Q1 | $577K | Buy |
1,075
+531
| +98% | +$285K | 0.13% | 166 |
|
|
2023
Q4 | $252K | Buy |
+544
| New | +$252K | 0.07% | 283 |
|