Acima Private Wealth’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 | $914K | Hold |
3,129
| – | – | 0.31% | 51 |
|
|
2025
Q1 | $977K | Sell |
3,129
-1,200
| -28% | -$375K | 0.35% | 49 |
|
|
2024
Q4 | $1.25M | Hold |
4,329
| – | – | 0.42% | 44 |
|
|
2024
Q3 | $1.32M | Hold |
4,329
| – | – | 0.44% | 47 |
|
|
2024
Q2 | $1.1M | Hold |
4,329
| – | – | 0.41% | 47 |
|
|
2024
Q1 | $1.22M | Hold |
4,329
| – | – | 0.45% | 51 |
|
|
2023
Q4 | $1.28M | Hold |
4,329
| – | – | 0.5% | 43 |
|
|
2023
Q3 | $1.14M | Hold |
4,329
| – | – | 0.51% | 48 |
|
|
2023
Q2 | $1.29M | Hold |
4,329
| – | – | 0.62% | 43 |
|
|
2023
Q1 | $1.21M | Hold |
4,329
| – | – | 0.59% | 45 |
|
|
2022
Q4 | $1.14M | Hold |
4,329
| – | – | 0.58% | 43 |
|
|
2022
Q3 | $999K | Hold |
4,329
| – | – | 0.51% | 53 |
|
|
2022
Q2 | $1.07M | Hold |
4,329
| – | – | 0.53% | 50 |
|
|
2022
Q1 | $1.07M | Hold |
4,329
| – | – | 0.49% | 52 |
|
|
2021
Q4 | $1.16M | Hold |
4,329
| – | – | 0.5% | 55 |
|
|
2021
Q3 | $1.04M | Hold |
4,329
| – | – | 0.48% | 55 |
|
|
2021
Q2 | $1M | Hold |
4,329
| – | – | 0.46% | 57 |
|
|
2021
Q1 | $970K | Hold |
4,329
| – | – | 0.48% | 56 |
|
|
2020
Q4 | $929K | Hold |
4,329
| – | – | 0.48% | 57 |
|
|
2020
Q3 | $950K | Hold |
4,329
| – | – | 0.57% | 52 |
|
|
2020
Q2 | $799K | Hold |
4,329
| – | – | 0.52% | 60 |
|
|
2020
Q1 | $716K | Hold |
4,329
| – | – | 0.55% | 52 |
|
|
2019
Q4 | $855K | Hold |
4,329
| – | – | 0.59% | 42 |
|
|
2019
Q3 | $929K | Buy |
4,329
+50
| +1% | +$10.7K | 0.71% | 36 |
|
|
2019
Q2 | $889K | Hold |
4,279
| – | – | 0.7% | 35 |
|
|
2019
Q1 | $813K | Hold |
4,279
| – | – | 0.7% | 35 |
|
|
2018
Q4 | $760K | Buy |
+4,279
| New | +$760K | 0.74% | 30 |
|