Waypoint Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $245K | Buy |
+806
| New | +$245K | 0.05% | 117 |
|
|
2024
Q2 | – | Sell |
-804
| Closed | -$227K | – | 124 |
|
|
2024
Q1 | $227K | Sell |
804
-18
| -2% | -$5.07K | 0.06% | 109 |
|
|
2023
Q4 | $244K | Buy |
822
+12
| +1% | +$3.56K | 0.07% | 110 |
|
|
2023
Q3 | $213K | Buy |
810
+37
| +5% | +$9.75K | 0.07% | 111 |
|
|
2023
Q2 | $231K | Buy |
773
+15
| +2% | +$4.48K | 0.07% | 126 |
|
|
2023
Q1 | $212K | Sell |
758
-216
| -22% | -$60.4K | 0.07% | 127 |
|
|
2022
Q4 | $257K | Sell |
974
-35
| -3% | -$9.22K | 0.09% | 117 |
|
|
2022
Q3 | $233K | Sell |
1,009
-28
| -3% | -$6.47K | 0.1% | 104 |
|
|
2022
Q2 | $256K | Sell |
1,037
-41
| -4% | -$10.1K | 0.12% | 100 |
|
|
2022
Q1 | $266K | Sell |
1,078
-78
| -7% | -$19.2K | 0.16% | 100 |
|
|
2021
Q4 | $310K | Buy |
+1,156
| New | +$310K | 0.21% | 74 |
|