4J 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 | $318K | Sell |
1,089
-43
| -4% | -$12.6K | 0.22% | 67 |
|
|
2025
Q1 | $354K | Buy |
1,132
+38
| +3% | +$11.9K | 0.28% | 59 |
|
|
2024
Q4 | $317K | Hold |
1,094
| – | – | 0.26% | 63 |
|
|
2024
Q3 | $333K | Hold |
1,094
| – | – | 0.26% | 64 |
|
|
2024
Q2 | $279K | Sell |
1,094
-47
| -4% | -$12K | 0.23% | 69 |
|
|
2024
Q1 | $322K | Sell |
1,141
-3
| -0.3% | -$846 | 0.28% | 64 |
|
|
2023
Q4 | $339K | Buy |
1,144
+64
| +6% | +$19K | 0.31% | 59 |
|
|
2023
Q3 | $285K | Hold |
1,080
| – | – | 0.28% | 63 |
|
|
2023
Q2 | $322K | Sell |
1,080
-10
| -0.9% | -$2.99K | 0.31% | 63 |
|
|
2023
Q1 | $305K | Sell |
1,090
-15
| -1% | -$4.2K | 0.33% | 61 |
|
|
2022
Q4 | $291K | Hold |
1,105
| – | – | 0.34% | 62 |
|
|
2022
Q3 | $255K | Sell |
1,105
-24
| -2% | -$5.54K | 0.33% | 60 |
|
|
2022
Q2 | $279K | Hold |
1,129
| – | – | 0.35% | 53 |
|
|
2022
Q1 | $279K | Hold |
1,129
| – | – | 0.24% | 56 |
|
|
2021
Q4 | $303K | Sell |
1,129
-70
| -6% | -$18.8K | 0.26% | 60 |
|
|
2021
Q3 | $289K | Sell |
1,199
-15
| -1% | -$3.62K | 0.25% | 61 |
|
|
2021
Q2 | $280K | Hold |
1,214
| – | – | 0.24% | 63 |
|
|
2021
Q1 | $272K | Hold |
1,214
| – | – | 0.25% | 65 |
|
|
2020
Q4 | $260K | Buy |
+1,214
| New | +$260K | 0.25% | 64 |
|