Fort Point Capital 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
-804
Closed -$233K 310
2024
Q4
$233K Buy
804
+110
+16% +$31.9K 0.03% 275
2024
Q3
$211K Buy
+694
New +$211K 0.03% 269
2023
Q3
Sell
-901
Closed -$269K 287
2023
Q2
$269K Buy
+901
New +$269K 0.04% 218