Bowman & Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-649
| Closed | -$203K | – | 112 |
|
|
2025
Q1 | $203K | Buy |
+649
| New | +$203K | 0.1% | 109 |
|
|
2023
Q4 | – | Sell |
-809
| Closed | -$213K | – | 90 |
|
|
2023
Q3 | $213K | Hold |
809
| – | – | 0.17% | 83 |
|
|
2023
Q2 | $241K | Hold |
809
| – | – | 0.18% | 80 |
|
|
2023
Q1 | $226K | Hold |
809
| – | – | 0.17% | 83 |
|
|
2022
Q4 | $213K | Buy |
+809
| New | +$213K | 0.17% | 86 |
|
|
2022
Q3 | – | Sell |
-809
| Closed | -$200K | – | 82 |
|
|
2022
Q2 | $200K | Hold |
809
| – | – | 0.17% | 80 |
|
|
2022
Q1 | $200K | Buy |
+809
| New | +$200K | 0.15% | 82 |
|