MWAM
Manhattan West Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-772
| Closed | -$235K | – | 137 |
|
2024
Q3 | $235K | Buy |
+772
| New | +$235K | 0.06% | 128 |
|
2024
Q2 | – | Sell |
-808
| Closed | -$228K | – | 154 |
|
2024
Q1 | $228K | Buy |
808
+35
| +5% | +$9.87K | 0.05% | 139 |
|
2023
Q4 | $229K | Sell |
773
-82
| -10% | -$24.3K | 0.06% | 127 |
|
2023
Q3 | $218K | Buy |
855
+78
| +10% | +$19.9K | 0.07% | 127 |
|
2023
Q2 | $232K | Sell |
777
-274
| -26% | -$81.8K | 0.09% | 113 |
|
2023
Q1 | $294K | Buy |
+1,051
| New | +$294K | 0.13% | 106 |
|