Breakwater Investment Management’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 | $18.7K | Hold |
64
| – | – | 0.01% | 199 |
|
2025
Q1 | $20K | Hold |
64
| – | – | 0.01% | 195 |
|
2024
Q4 | $18.6K | Hold |
64
| – | – | 0.01% | 195 |
|
2024
Q3 | $19.5K | Hold |
64
| – | – | 0.01% | 191 |
|
2024
Q2 | $16.3K | Hold |
64
| – | – | 0.01% | 201 |
|
2024
Q1 | $18K | Buy |
+64
| New | +$18K | 0.01% | 190 |
|