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