Allegheny Financial Group’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
$756K Buy
2,588
+7
+0.3% +$2.05K 0.17% 113
2025
Q1
$806K Sell
2,581
-384
-13% -$120K 0.21% 94
2024
Q4
$860K Buy
2,965
+127
+4% +$36.8K 0.22% 80
2024
Q3
$864K Buy
2,838
+21
+0.7% +$6.39K 0.21% 88
2024
Q2
$718K Buy
2,817
+445
+19% +$113K 0.21% 95
2024
Q1
$669K Buy
2,372
+212
+10% +$59.8K 0.21% 92
2023
Q4
$640K Sell
2,160
-122
-5% -$36.2K 0.21% 101
2023
Q3
$601K Buy
2,282
+802
+54% +$211K 0.23% 84
2023
Q2
$442K Sell
1,480
-465
-24% -$139K 0.21% 99
2023
Q1
$544K Buy
1,945
+389
+25% +$109K 0.22% 94
2022
Q4
$410K Buy
1,556
+4
+0.3% +$1.05K 0.17% 109
2022
Q3
$358K Buy
1,552
+705
+83% +$163K 0.17% 104
2022
Q2
$209K Buy
847
+1
+0.1% +$247 0.1% 147
2022
Q1
$209K Buy
846
+1
+0.1% +$247 0.09% 149
2021
Q4
$226K Buy
845
+1
+0.1% +$267 0.09% 141
2021
Q3
$203K Buy
+844
New +$203K 0.09% 141