Grassi Investment Management’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 |
-894
| Closed | -$235K | – | 126 |
|
|
2023
Q3 | $235K | Hold |
894
| – | – | 0.03% | 111 |
|
|
2023
Q2 | $267K | Hold |
894
| – | – | 0.03% | 105 |
|
|
2023
Q1 | $250K | Hold |
894
| – | – | 0.03% | 109 |
|
|
2022
Q4 | $236K | Hold |
894
| – | – | 0.03% | 108 |
|
|
2022
Q3 | $206K | Hold |
894
| – | – | 0.03% | 115 |
|
|
2022
Q2 | $221K | Hold |
894
| – | – | 0.03% | 118 |
|
|
2022
Q1 | $221K | Hold |
894
| – | – | 0.02% | 129 |
|
|
2021
Q4 | $240K | Hold |
894
| – | – | 0.02% | 128 |
|
|
2021
Q3 | $216K | Buy |
894
+3
| +0.3% | +$725 | 0.02% | 135 |
|
|
2021
Q2 | $206K | Buy |
+891
| New | +$206K | 0.02% | 136 |
|