Marshall Financial Group (Maryland)’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,933
| Closed | -$1.9M | – | 189 |
|
|
2024
Q1 | $1.9M | Buy |
23,933
+1,081
| +5% | +$85.9K | 0.55% | 50 |
|
|
2023
Q4 | $1.79M | Buy |
22,852
+1,662
| +8% | +$130K | 0.58% | 48 |
|
|
2023
Q3 | $1.41M | Sell |
21,190
-104
| -0.5% | -$6.93K | 0.51% | 55 |
|
|
2023
Q2 | $1.65M | Buy |
21,294
+5,597
| +36% | +$434K | 0.56% | 48 |
|
|
2023
Q1 | $1.05M | Buy |
+15,697
| New | +$1.05M | 0.38% | 63 |
|
|
2021
Q4 | – | Sell |
-3,700
| Closed | -$226K | – | 227 |
|
|
2021
Q3 | $226K | Sell |
3,700
-605
| -14% | -$37K | 0.12% | 160 |
|
|
2021
Q2 | $277K | Hold |
4,305
| – | – | 0.15% | 152 |
|
|
2021
Q1 | $280K | Buy |
+4,305
| New | +$280K | 0.17% | 117 |
|