BAM
Bosun Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-771
| Closed | -$241K | – | 206 |
|
|
2025
Q1 | $241K | Buy |
+771
| New | +$241K | 0.1% | 168 |
|
|
2024
Q4 | – | Sell |
-821
| Closed | -$250K | – | 206 |
|
|
2024
Q3 | $250K | Buy |
+821
| New | +$250K | 0.12% | 165 |
|
|
2024
Q2 | – | Sell |
-3,143
| Closed | -$886K | – | 184 |
|
|
2024
Q1 | $886K | Sell |
3,143
-208
| -6% | -$58.6K | 0.5% | 53 |
|
|
2023
Q4 | $994K | Buy |
3,351
+110
| +3% | +$32.6K | 0.99% | 20 |
|
|
2023
Q3 | $854K | Sell |
3,241
-199
| -6% | -$52.4K | 0.92% | 22 |
|
|
2023
Q2 | $1.03M | Buy |
3,440
+440
| +15% | +$131K | 1.01% | 21 |
|
|
2023
Q1 | $839K | Buy |
+3,000
| New | +$839K | 0.96% | 24 |
|