GAM
Garrison Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $337K | Hold |
1,107
| – | – | 0.17% | 88 |
|
|
2024
Q2 | $282K | Buy |
1,107
+5
| +0.5% | +$1.27K | 0.15% | 91 |
|
|
2024
Q1 | $311K | Sell |
1,102
-25
| -2% | -$7.05K | 0.16% | 87 |
|
|
2023
Q4 | $334K | Buy |
1,127
+315
| +39% | +$93.4K | 0.18% | 86 |
|
|
2023
Q3 | $214K | Hold |
812
| – | – | 0.13% | 97 |
|
|
2023
Q2 | $242K | Hold |
812
| – | – | 0.15% | 90 |
|
|
2023
Q1 | $227K | Buy |
+812
| New | +$227K | 0.14% | 95 |
|
|
2015
Q2 | – | Sell |
-27,897
| Closed | -$2.72M | – | 87 |
|
|
2015
Q1 | $2.72M | Buy |
27,897
+2,692
| +11% | +$262K | 1.8% | 28 |
|
|
2014
Q4 | $2.39M | Hold |
25,205
| – | – | 1.79% | 33 |
|
|
2014
Q3 | $2.39M | Buy |
25,205
+115
| +0.5% | +$10.9K | 1.79% | 33 |
|
|
2014
Q2 | $2.53M | Sell |
25,090
-549
| -2% | -$55.3K | 1.83% | 32 |
|
|
2014
Q1 | $2.51M | Buy |
25,639
+566
| +2% | +$55.5K | 1.96% | 28 |
|
|
2013
Q4 | $2.43M | Buy |
25,073
+186
| +0.7% | +$18K | 1.99% | 29 |
|
|
2013
Q3 | $2.39M | Buy |
24,887
+350
| +1% | +$33.7K | 2.09% | 29 |
|
|
2013
Q2 | $2.43M | Buy |
+24,537
| New | +$2.43M | 2.26% | 17 |
|