LPAM
Lodestar Private Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
2,358
+104
| +5% | +$30.4K | 0.08% | 120 |
|
|
2025
Q1 | $704K | Sell |
2,254
-25
| -1% | -$7.81K | 0.09% | 114 |
|
|
2024
Q4 | $661K | Sell |
2,279
-65
| -3% | -$18.8K | 0.08% | 123 |
|
|
2024
Q3 | $714K | Buy |
2,344
+193
| +9% | +$58.8K | 0.09% | 115 |
|
|
2024
Q2 | $548K | Sell |
2,151
-99
| -4% | -$25.2K | 0.08% | 129 |
|
|
2024
Q1 | $634K | Sell |
2,250
-155
| -6% | -$43.7K | 0.09% | 123 |
|
|
2023
Q4 | $713K | Sell |
2,405
-165
| -6% | -$48.9K | 0.11% | 110 |
|
|
2023
Q3 | $677K | Buy |
2,570
+3
| +0.1% | +$790 | 0.12% | 110 |
|
|
2023
Q2 | $766K | Sell |
2,567
-51
| -2% | -$15.2K | 0.13% | 101 |
|
|
2023
Q1 | $732K | Buy |
2,618
+40
| +2% | +$11.2K | 0.13% | 104 |
|
|
2022
Q4 | $679K | Buy |
+2,578
| New | +$679K | 0.13% | 104 |
|