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