Gryphon Financial 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
Q2 | $2.6M | Buy |
8,884
+553
| +7% | +$162K | 0.34% | 46 |
|
|
2025
Q1 | $2.6M | Buy |
8,331
+356
| +4% | +$111K | 0.38% | 40 |
|
|
2024
Q4 | $2.31M | Buy |
7,975
+393
| +5% | +$114K | 0.33% | 47 |
|
|
2024
Q3 | $2.31M | Buy |
7,582
+774
| +11% | +$236K | 0.31% | 44 |
|
|
2024
Q2 | $1.73M | Buy |
6,808
+284
| +4% | +$72.4K | 0.26% | 54 |
|
|
2024
Q1 | $1.84M | Buy |
6,524
+632
| +11% | +$178K | 0.31% | 51 |
|
|
2023
Q4 | $1.72M | Buy |
5,892
+2,935
| +99% | +$858K | 0.3% | 50 |
|
|
2023
Q3 | $779K | Buy |
2,957
+148
| +5% | +$39K | 0.18% | 61 |
|
|
2023
Q2 | $838K | Buy |
2,809
+75
| +3% | +$22.4K | 0.18% | 65 |
|
|
2023
Q1 | $764K | Sell |
2,734
-161
| -6% | -$45K | 0.17% | 65 |
|
|
2022
Q4 | $763K | Sell |
2,895
-52
| -2% | -$13.7K | 0.18% | 68 |
|
|
2022
Q3 | $680K | Buy |
2,947
+524
| +22% | +$121K | 0.17% | 74 |
|
|
2022
Q2 | $598K | Buy |
2,423
+1,208
| +99% | +$298K | 0.15% | 80 |
|
|
2022
Q1 | $301K | Sell |
1,215
-21
| -2% | -$5.2K | 0.06% | 156 |
|
|
2021
Q4 | $332K | Buy |
1,236
+4
| +0.3% | +$1.07K | 0.06% | 153 |
|
|
2021
Q3 | $297K | Sell |
1,232
-174
| -12% | -$41.9K | 0.07% | 153 |
|
|
2021
Q2 | $317K | Buy |
+1,406
| New | +$317K | 0.07% | 135 |
|
|
2021
Q1 | – | Sell |
-3,570
| Closed | -$766K | – | 178 |
|
|
2020
Q4 | $766K | Buy |
3,570
+2,282
| +177% | +$490K | 0.2% | 63 |
|
|
2020
Q3 | $284K | Buy |
+1,288
| New | +$284K | 0.08% | 121 |
|
|
2020
Q1 | – | Sell |
-2,251
| Closed | -$445K | – | 165 |
|
|
2019
Q4 | $445K | Buy |
2,251
+1,106
| +97% | +$219K | 0.12% | 95 |
|
|
2019
Q3 | $246K | Buy |
+1,145
| New | +$246K | 0.07% | 143 |
|
|
2019
Q1 | – | Sell |
-5,218
| Closed | -$839K | – | 148 |
|
|
2018
Q4 | $839K | Buy |
+5,218
| New | +$839K | 0.21% | 78 |
|
|
2018
Q3 | – | Sell |
-1,030
| Closed | -$162K | – | 578 |
|
|
2018
Q2 | $162K | Sell |
1,030
-46
| -4% | -$7.24K | 0.07% | 91 |
|
|
2018
Q1 | $168K | Sell |
1,076
-28
| -3% | -$4.37K | 0.09% | 91 |
|
|
2017
Q4 | $190K | Buy |
+1,104
| New | +$190K | 0.11% | 84 |
|