Narwhal Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-734
| Closed | -$207K | – | 163 |
|
2024
Q1 | $207K | Buy |
+734
| New | +$207K | 0.02% | 156 |
|
2014
Q3 | – | Sell |
-9,725
| Closed | -$980K | – | 138 |
|
2014
Q2 | $980K | Hold |
9,725
| – | – | 0.37% | 84 |
|
2014
Q1 | $953K | Hold |
9,725
| – | – | 0.4% | 85 |
|
2013
Q4 | $944K | Sell |
9,725
-200
| -2% | -$19.4K | 0.39% | 88 |
|
2013
Q3 | $955K | Sell |
9,925
-125
| -1% | -$12K | 0.46% | 82 |
|
2013
Q2 | $995K | Buy |
+10,050
| New | +$995K | 0.48% | 77 |
|