Allen Mooney & Barnes Investment Advisors’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 | $1.38M | Buy |
4,724
+9
| +0.2% | +$2.63K | 0.23% | 60 |
|
|
2025
Q1 | $1.47M | Sell |
4,715
-109
| -2% | -$34.1K | 0.24% | 62 |
|
|
2024
Q4 | $1.4M | Sell |
4,824
-28
| -0.6% | -$8.12K | 0.24% | 60 |
|
|
2024
Q3 | $1.48M | Buy |
4,852
+9
| +0.2% | +$2.74K | 0.25% | 59 |
|
|
2024
Q2 | $1.23M | Sell |
4,843
-58
| -1% | -$14.8K | 0.22% | 63 |
|
|
2024
Q1 | $1.32M | Buy |
4,901
+13
| +0.3% | +$3.49K | 0.25% | 63 |
|
|
2023
Q4 | $1.45M | Buy |
4,888
+82
| +2% | +$24.3K | 0.28% | 60 |
|
|
2023
Q3 | $1.27M | Buy |
4,806
+74
| +2% | +$19.5K | 0.27% | 60 |
|
|
2023
Q2 | $1.41M | Buy |
4,732
+464
| +11% | +$138K | 0.31% | 57 |
|
|
2023
Q1 | $1.19M | Sell |
4,268
-168
| -4% | -$47K | 0.29% | 60 |
|
|
2022
Q4 | $1.17M | Buy |
4,436
+7
| +0.2% | +$1.85K | 0.28% | 60 |
|
|
2022
Q3 | $1.02M | Buy |
4,429
+8
| +0.2% | +$1.85K | 0.27% | 61 |
|
|
2022
Q2 | $1.09M | Sell |
4,421
-208
| -4% | -$51.4K | 0.28% | 64 |
|
|
2022
Q1 | $1.14M | Buy |
+4,629
| New | +$1.14M | 0.25% | 68 |
|