APIM
Agate Pass Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
973
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $304K | Sell |
973
-50
| -5% | -$15.6K | 0.13% | 103 |
|
|
2024
Q4 | $297K | Sell |
1,023
-1
| -0.1% | -$290 | 0.13% | 100 |
|
|
2024
Q3 | $312K | Sell |
1,024
-80
| -7% | -$24.4K | 0.16% | 87 |
|
|
2024
Q2 | $281K | Hold |
1,104
| – | – | 0.15% | 85 |
|
|
2024
Q1 | $311K | Hold |
1,104
| – | – | 0.17% | 82 |
|
|
2023
Q4 | $327K | Hold |
1,104
| – | – | 0.19% | 80 |
|
|
2023
Q3 | $291K | Sell |
1,104
-40
| -3% | -$10.5K | 0.2% | 74 |
|
|
2023
Q2 | $341K | Sell |
1,144
-50
| -4% | -$14.9K | 0.21% | 78 |
|
|
2023
Q1 | $334K | Sell |
1,194
-40
| -3% | -$11.2K | 0.22% | 82 |
|
|
2022
Q4 | $325K | Hold |
1,234
| – | – | 0.23% | 81 |
|
|
2022
Q3 | $285K | Hold |
1,234
| – | – | 0.22% | 84 |
|
|
2022
Q2 | $305K | Sell |
1,234
-178
| -13% | -$44K | 0.21% | 83 |
|
|
2022
Q1 | $349K | Sell |
1,412
-35
| -2% | -$8.65K | 0.22% | 79 |
|
|
2021
Q4 | $388K | Buy |
+1,447
| New | +$388K | 0.24% | 79 |
|