Seamount Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $679K | Buy |
2,324
+65
| +3% | +$19K | 0.35% | 68 |
|
2025
Q1 | $706K | Sell |
2,259
-34
| -1% | -$10.6K | 0.48% | 56 |
|
2024
Q4 | $665K | Sell |
2,293
-75
| -3% | -$21.7K | 0.46% | 58 |
|
2024
Q3 | $721K | Buy |
2,368
+70
| +3% | +$21.3K | 0.54% | 52 |
|
2024
Q2 | $586K | Buy |
2,298
+238
| +12% | +$60.7K | 0.48% | 54 |
|
2024
Q1 | $581K | Sell |
2,060
-220
| -10% | -$62K | 0.51% | 52 |
|
2023
Q4 | $676K | Buy |
+2,280
| New | +$676K | 0.65% | 46 |
|