Accretive Wealth Partners’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 | $1.96M | Buy |
6,702
+95
| +1% | +$27.8K | 0.64% | 53 |
|
|
2025
Q1 | $2.09M | Buy |
6,607
+615
| +10% | +$195K | 0.74% | 41 |
|
|
2024
Q4 | $1.74M | Sell |
5,992
-34
| -0.6% | -$9.86K | 0.74% | 42 |
|
|
2024
Q3 | $1.84M | Sell |
6,026
-187
| -3% | -$56.9K | 0.77% | 42 |
|
|
2024
Q2 | $1.58M | Buy |
6,213
+73
| +1% | +$18.6K | 0.66% | 47 |
|
|
2024
Q1 | $1.66M | Buy |
6,140
+4
| +0.1% | +$1.08K | 0.73% | 41 |
|
|
2023
Q4 | $1.82M | Sell |
6,136
-40
| -0.6% | -$11.9K | 0.87% | 34 |
|
|
2023
Q3 | $1.63M | Buy |
6,176
+45
| +0.7% | +$11.9K | 0.97% | 27 |
|
|
2023
Q2 | $1.83M | Buy |
6,131
+93
| +2% | +$27.8K | 1.08% | 23 |
|
|
2023
Q1 | $1.69M | Buy |
6,038
+32
| +0.5% | +$8.95K | 1.08% | 22 |
|
|
2022
Q4 | $1.58M | Buy |
6,006
+65
| +1% | +$17.1K | 1.09% | 24 |
|
|
2022
Q3 | $1.37M | Sell |
5,941
-23
| -0.4% | -$5.31K | 1.04% | 30 |
|
|
2022
Q2 | $1.47M | Buy |
5,964
+139
| +2% | +$34.3K | 1.07% | 28 |
|
|
2022
Q1 | $1.44M | Buy |
5,825
+116
| +2% | +$28.7K | 0.9% | 33 |
|
|
2021
Q4 | $1.53M | Buy |
5,709
+168
| +3% | +$45K | 0.97% | 29 |
|
|
2021
Q3 | $1.34M | Buy |
5,541
+194
| +4% | +$46.8K | 0.94% | 31 |
|
|
2021
Q2 | $1.24M | Buy |
5,347
+595
| +13% | +$137K | 0.89% | 34 |
|
|
2021
Q1 | $1.07M | Buy |
4,752
+151
| +3% | +$33.8K | 0.96% | 33 |
|
|
2020
Q4 | $987K | Buy |
+4,601
| New | +$987K | 0.98% | 31 |
|