Geneva Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,270
| Closed | -$861K | – | 75 |
|
|
2023
Q3 | $861K | Sell |
3,270
-65
| -2% | -$17.1K | 0.57% | 39 |
|
|
2023
Q2 | $995K | Sell |
3,335
-90
| -3% | -$26.9K | 0.65% | 41 |
|
|
2023
Q1 | $958K | Sell |
3,425
-137
| -4% | -$38.3K | 0.82% | 37 |
|
|
2022
Q4 | $939K | Buy |
3,562
+253
| +8% | +$66.7K | 0.89% | 32 |
|
|
2022
Q3 | $764K | Buy |
+3,309
| New | +$764K | 0.87% | 29 |
|