Leeward 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 | $219K | Hold |
750
| – | – | 0.07% | 97 |
|
|
2025
Q1 | $234K | Hold |
750
| – | – | 0.09% | 77 |
|
|
2024
Q4 | $217K | Hold |
750
| – | – | 0.08% | 87 |
|
|
2024
Q3 | $228K | Buy |
+750
| New | +$228K | 0.09% | 82 |
|
|
2024
Q2 | – | Sell |
-750
| Closed | -$211K | – | 92 |
|
|
2024
Q1 | $211K | Sell |
750
-5
| -0.7% | -$1.41K | 0.09% | 90 |
|
|
2023
Q4 | $224K | Buy |
+755
| New | +$224K | 0.11% | 84 |
|