180 Wealth Advisors’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 | $536K | Sell |
1,834
-39
| -2% | -$11.4K | 0.07% | 233 |
|
|
2025
Q1 | $585K | Sell |
1,873
-73
| -4% | -$22.8K | 0.09% | 205 |
|
|
2024
Q4 | $564K | Sell |
1,946
-72
| -4% | -$20.9K | 0.09% | 205 |
|
|
2024
Q3 | $615K | Sell |
2,018
-133
| -6% | -$40.5K | 0.1% | 195 |
|
|
2024
Q2 | $548K | Sell |
2,151
-193
| -8% | -$49.2K | 0.09% | 205 |
|
|
2024
Q1 | $661K | Sell |
2,344
-33
| -1% | -$9.31K | 0.12% | 170 |
|
|
2023
Q4 | $706K | Buy |
2,377
+18
| +0.8% | +$5.35K | 0.14% | 149 |
|
|
2023
Q3 | $621K | Sell |
2,359
-6
| -0.3% | -$1.58K | 0.14% | 154 |
|
|
2023
Q2 | $697K | Sell |
2,365
-66
| -3% | -$19.5K | 0.15% | 146 |
|
|
2023
Q1 | $680K | Sell |
2,431
-3
| -0.1% | -$839 | 0.16% | 145 |
|
|
2022
Q4 | $669K | Buy |
2,434
+418
| +21% | +$115K | 0.16% | 134 |
|
|
2022
Q3 | $465K | Sell |
2,016
-7
| -0.3% | -$1.62K | 0.13% | 152 |
|
|
2022
Q2 | $512K | Sell |
2,023
-70
| -3% | -$17.7K | 0.13% | 153 |
|
|
2022
Q1 | $534K | Sell |
2,093
-7
| -0.3% | -$1.79K | 0.12% | 167 |
|
|
2021
Q4 | $535K | Sell |
2,100
-42
| -2% | -$10.7K | 0.12% | 164 |
|
|
2021
Q3 | $519K | Buy |
2,142
+2
| +0.1% | +$485 | 0.11% | 168 |
|
|
2021
Q2 | $499K | Sell |
2,140
-14
| -0.6% | -$3.26K | 0.11% | 175 |
|
|
2021
Q1 | $498K | Buy |
2,154
+6
| +0.3% | +$1.39K | 0.12% | 164 |
|
|
2020
Q4 | $449K | Buy |
2,148
+485
| +29% | +$101K | 0.13% | 165 |
|
|
2020
Q3 | $378K | Sell |
1,663
-39
| -2% | -$8.87K | 0.14% | 150 |
|
|
2020
Q2 | $326K | Sell |
1,702
-499
| -23% | -$95.6K | 0.13% | 162 |
|
|
2020
Q1 | $355K | Sell |
2,201
-409
| -16% | -$66K | 0.18% | 136 |
|
|
2019
Q4 | $547K | Sell |
2,610
-845
| -24% | -$177K | 0.22% | 126 |
|
|
2019
Q3 | $722K | Buy |
3,455
+278
| +9% | +$58.1K | 0.32% | 83 |
|
|
2019
Q2 | $671K | Sell |
3,177
-908
| -22% | -$192K | 0.3% | 95 |
|
|
2019
Q1 | $809K | Sell |
4,085
-430
| -10% | -$85.2K | 0.37% | 75 |
|
|
2018
Q4 | $755K | Sell |
4,515
-180
| -4% | -$30.1K | 0.35% | 86 |
|
|
2018
Q3 | $785K | Sell |
4,695
-648
| -12% | -$108K | 0.36% | 84 |
|
|
2018
Q2 | $837K | Sell |
5,343
-2,646
| -33% | -$415K | 0.41% | 70 |
|
|
2018
Q1 | $1.25M | Sell |
7,989
-1,001
| -11% | -$157K | 0.65% | 48 |
|
|
2017
Q4 | $1.55M | Buy |
+8,990
| New | +$1.55M | 0.79% | 33 |
|