1858 Wealth Management’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 | $269K | Sell |
920
-17
| -2% | -$4.97K | 0.2% | 91 |
|
|
2025
Q1 | $293K | Sell |
937
-1
| -0.1% | -$312 | 0.25% | 77 |
|
|
2024
Q4 | $272K | Hold |
938
| – | – | 0.22% | 95 |
|
|
2024
Q3 | $286K | Sell |
938
-1
| -0.1% | -$305 | 0.24% | 82 |
|
|
2024
Q2 | $239K | Sell |
939
-799
| -46% | -$204K | 0.2% | 97 |
|
|
2024
Q1 | $515K | Hold |
1,738
| – | – | 0.49% | 60 |
|
|
2023
Q4 | $515K | Buy |
+1,738
| New | +$515K | 0.49% | 60 |
|