Abound 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
$147K Buy
504
+243
+93% +$71K 0.04% 100
2025
Q1
$81.6K Sell
261
-42
-14% -$13.1K 0.03% 133
2024
Q4
$87.9K Buy
303
+3
+1% +$871 0.03% 119
2024
Q3
$91.5K Sell
300
-2
-0.7% -$610 0.03% 113
2024
Q2
$77K Sell
302
-12
-4% -$3.06K 0.03% 110
2024
Q1
$88.4K Sell
314
-113
-26% -$31.8K 0.03% 97
2023
Q4
$127K Buy
427
+110
+35% +$32.6K 0.05% 75
2023
Q3
$83.6K Buy
317
+9
+3% +$2.37K 0.04% 92
2023
Q2
$91.9K Buy
308
+87
+39% +$26K 0.04% 80
2023
Q1
$61.8K Buy
221
+48
+28% +$13.4K 0.03% 107
2022
Q4
$45.6K Sell
173
-17
-9% -$4.48K 0.02% 121
2022
Q3
$43.9K Buy
+190
New +$43.9K 0.02% 124