Westmount Partners’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 | $635K | Sell |
2,173
-82
| -4% | -$24K | 0.17% | 108 |
|
|
2025
Q1 | $705K | Sell |
2,255
-898
| -28% | -$281K | 0.21% | 97 |
|
|
2024
Q4 | $914K | Sell |
3,153
-41
| -1% | -$11.9K | 0.28% | 72 |
|
|
2024
Q3 | $973K | Buy |
3,194
+20
| +0.6% | +$6.09K | 0.29% | 72 |
|
|
2024
Q2 | $794K | Buy |
3,174
+114
| +4% | +$28.5K | 0.26% | 80 |
|
|
2024
Q1 | $863K | Buy |
3,060
+6
| +0.2% | +$1.69K | 0.31% | 71 |
|
|
2023
Q4 | $906K | Sell |
3,054
-139
| -4% | -$41.2K | 0.37% | 60 |
|
|
2023
Q3 | $841K | Buy |
3,193
+9
| +0.3% | +$2.37K | 0.37% | 66 |
|
|
2023
Q2 | $950K | Buy |
3,184
+5
| +0.2% | +$1.49K | 0.41% | 49 |
|
|
2023
Q1 | $889K | Buy |
3,179
+650
| +26% | +$182K | 0.41% | 50 |
|
|
2022
Q4 | $667K | Buy |
+2,529
| New | +$667K | 0.35% | 70 |
|