Granite Bay Wealth 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 | $258K | Sell |
883
-105
| -11% | -$30.7K | 0.08% | 63 |
|
|
2025
Q1 | $309K | Buy |
988
+33
| +3% | +$10.3K | 0.11% | 55 |
|
|
2024
Q4 | $277K | Buy |
+955
| New | +$277K | 0.1% | 62 |
|
|
2024
Q3 | – | Sell |
-953
| Closed | -$243K | – | 59 |
|
|
2024
Q2 | $243K | Buy |
953
+1
| +0.1% | +$255 | 0.13% | 59 |
|
|
2024
Q1 | $268K | Sell |
952
-59,314
| -98% | -$16.7M | 0.15% | 68 |
|
|
2023
Q4 | $16.4M | Buy |
60,266
+12,819
| +27% | +$3.49M | 0.15% | 64 |
|
|
2023
Q3 | $13.5M | Buy |
+47,447
| New | +$13.5M | 0.13% | 73 |
|