9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $889K | Sell |
2,921
-38
| -1% | -$11.6K | 0.13% | 131 |
|
|
2024
Q2 | $754K | Buy |
2,959
+126
| +4% | +$32.1K | 0.12% | 148 |
|
|
2024
Q1 | $799K | Buy |
2,833
+37
| +1% | +$10.4K | 0.12% | 143 |
|
|
2023
Q4 | $829K | Buy |
2,796
+113
| +4% | +$33.5K | 0.15% | 134 |
|
|
2023
Q3 | $707K | Sell |
2,683
-5
| -0.2% | -$1.32K | 0.14% | 140 |
|
|
2023
Q2 | $802K | Sell |
2,688
-122
| -4% | -$36.4K | 0.15% | 126 |
|
|
2023
Q1 | $786K | Buy |
2,810
+126
| +5% | +$35.2K | 0.16% | 120 |
|
|
2022
Q4 | $707K | Buy |
2,684
+53
| +2% | +$14K | 0.15% | 129 |
|
|
2022
Q3 | $607K | Sell |
2,631
-350
| -12% | -$80.7K | 0.16% | 140 |
|
|
2022
Q2 | $736K | Buy |
2,981
+472
| +19% | +$117K | 0.19% | 128 |
|
|
2022
Q1 | $620K | Sell |
2,509
-15
| -0.6% | -$3.71K | 0.14% | 160 |
|
|
2021
Q4 | $677K | Buy |
2,524
+220
| +10% | +$59K | 0.16% | 146 |
|
|
2021
Q3 | $556K | Buy |
2,304
+342
| +17% | +$82.5K | 0.15% | 154 |
|
|
2021
Q2 | $453K | Buy |
1,962
+213
| +12% | +$49.2K | 0.12% | 187 |
|
|
2021
Q1 | $392K | Buy |
1,749
+62
| +4% | +$13.9K | 0.12% | 193 |
|
|
2020
Q4 | $362K | Sell |
1,687
-68
| -4% | -$14.6K | 0.12% | 192 |
|
|
2020
Q3 | $374K | Sell |
1,755
-177
| -9% | -$37.7K | 0.14% | 166 |
|
|
2020
Q2 | $356K | Buy |
1,932
+30
| +2% | +$5.53K | 0.14% | 175 |
|
|
2020
Q1 | $354K | Buy |
1,902
+195
| +11% | +$36.3K | 0.16% | 160 |
|
|
2019
Q4 | $337K | Buy |
+1,707
| New | +$337K | 0.12% | 203 |
|