Castleview Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-726
| Closed | -$212K | – | 409 |
|
|
2024
Q4 | $212K | Buy |
726
+86
| +13% | +$25.2K | 0.11% | 181 |
|
|
2024
Q3 | $195K | Buy |
640
+2
| +0.3% | +$609 | 0.11% | 175 |
|
|
2024
Q2 | $163K | Sell |
638
-449
| -41% | -$114K | 0.09% | 191 |
|
|
2024
Q1 | $306K | Buy |
1,087
+171
| +19% | +$48.2K | 0.17% | 134 |
|
|
2023
Q4 | $272K | Buy |
916
+236
| +35% | +$70K | 0.19% | 114 |
|
|
2023
Q3 | $179K | Buy |
680
+166
| +32% | +$43.7K | 0.17% | 125 |
|
|
2023
Q2 | $153K | Sell |
514
-306
| -37% | -$91.3K | 0.14% | 136 |
|
|
2023
Q1 | $229K | Buy |
820
+23
| +3% | +$6.43K | 0.2% | 115 |
|
|
2022
Q4 | $210K | Buy |
797
+48
| +6% | +$12.7K | 0.2% | 116 |
|
|
2022
Q3 | $173K | Buy |
749
+728
| +3,467% | +$168K | 0.17% | 133 |
|
|
2022
Q2 | $6.85K | Sell |
21
-1,692
| -99% | -$552K | 0.01% | 502 |
|
|
2022
Q1 | $423K | Sell |
1,713
-867,446
| -100% | -$214M | 0.26% | 77 |
|
|
2021
Q4 | $3.24K | Buy |
+869,159
| New | +$3.24K | 0.03% | 215 |
|
|
2021
Q2 | $433K | Buy |
+1,876
| New | +$433K | 0.19% | 109 |
|
|
2018
Q1 | $339K | Buy |
+2,168
| New | +$339K | 0.28% | 81 |
|