44 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 | $2.7M | Sell |
9,230
-435
| -5% | -$127K | 0.96% | 24 |
|
|
2025
Q1 | $3.02M | Sell |
9,665
-64
| -0.7% | -$20K | 1.13% | 18 |
|
|
2024
Q4 | $2.82M | Sell |
9,729
-279
| -3% | -$80.9K | 1.08% | 19 |
|
|
2024
Q3 | $2.99M | Buy |
+10,008
| New | +$2.99M | 1.05% | 20 |
|
|
2023
Q2 | – | Sell |
-8,237
| Closed | -$2.3M | – | 175 |
|
|
2023
Q1 | $2.3M | Buy |
8,237
+435
| +6% | +$122K | 0.78% | 35 |
|
|
2022
Q4 | $2.06M | Buy |
7,802
+1,082
| +16% | +$285K | 0.71% | 38 |
|
|
2022
Q3 | $1.55M | Buy |
6,720
+574
| +9% | +$132K | 0.64% | 46 |
|
|
2022
Q2 | $1.52M | Buy |
6,146
+445
| +8% | +$110K | 0.59% | 48 |
|
|
2022
Q1 | $1.41M | Buy |
5,701
+1,203
| +27% | +$298K | 0.51% | 53 |
|
|
2021
Q4 | $1.21M | Buy |
4,498
+295
| +7% | +$79.1K | 0.42% | 63 |
|
|
2021
Q3 | $1.01M | Buy |
4,203
+91
| +2% | +$21.9K | 0.39% | 67 |
|
|
2021
Q2 | $950K | Buy |
4,112
+1,415
| +52% | +$327K | 0.37% | 70 |
|
|
2021
Q1 | $605K | Sell |
2,697
-508
| -16% | -$114K | 0.25% | 88 |
|
|
2020
Q4 | $688K | Buy |
+3,205
| New | +$688K | 0.31% | 76 |
|