Adams 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
Q1 | $252K | Buy |
806
+4
| +0.5% | +$1.25K | 0.05% | 115 |
|
|
2024
Q4 | $232K | Buy |
802
+2
| +0.3% | +$580 | 0.04% | 107 |
|
|
2024
Q3 | $244K | Hold |
800
| – | – | 0.05% | 104 |
|
|
2024
Q2 | $204K | Hold |
800
| – | – | 0.05% | 102 |
|
|
2024
Q1 | $226K | Hold |
800
| – | – | 0.06% | 98 |
|
|
2023
Q4 | $237K | Sell |
800
-134
| -14% | -$39.7K | 0.07% | 88 |
|
|
2023
Q3 | $246K | Sell |
934
-26
| -3% | -$6.85K | 0.08% | 84 |
|
|
2023
Q2 | $286K | Sell |
960
-19
| -2% | -$5.67K | 0.09% | 86 |
|
|
2023
Q1 | $274K | Hold |
979
| – | – | 0.09% | 93 |
|
|
2022
Q4 | $258K | Buy |
979
+5
| +0.5% | +$1.32K | 0.09% | 86 |
|
|
2022
Q3 | $225K | Buy |
974
+15
| +2% | +$3.47K | 0.08% | 82 |
|
|
2022
Q2 | $237K | Hold |
959
| – | – | 0.09% | 65 |
|
|
2022
Q1 | $237K | Sell |
959
-140
| -13% | -$34.6K | 0.08% | 65 |
|
|
2021
Q4 | $295K | Hold |
1,099
| – | – | 0.09% | 67 |
|
|
2021
Q3 | $265K | Hold |
1,099
| – | – | 0.1% | 63 |
|
|
2021
Q2 | $254K | Hold |
1,099
| – | – | 0.11% | 65 |
|
|
2021
Q1 | $246K | Hold |
1,099
| – | – | 0.11% | 65 |
|
|
2020
Q4 | $236K | Hold |
1,099
| – | – | 0.15% | 57 |
|
|
2020
Q3 | $241K | Sell |
1,099
-938
| -46% | -$206K | 0.19% | 51 |
|
|
2020
Q2 | $376K | Sell |
2,037
-961
| -32% | -$177K | 0.38% | 38 |
|
|
2020
Q1 | $496K | Sell |
2,998
-4,627
| -61% | -$766K | 0.62% | 35 |
|
|
2019
Q4 | $1.51M | Buy |
+7,625
| New | +$1.51M | 1.27% | 18 |
|