Alpha Financial 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 | $209K | Sell |
715
-56
| -7% | -$16.4K | 0.15% | 84 |
|
|
2025
Q1 | $241K | Sell |
771
-90
| -10% | -$28.1K | 0.19% | 69 |
|
|
2024
Q4 | $250K | Buy |
+861
| New | +$250K | 0.2% | 61 |
|
|
2024
Q3 | – | Sell |
-965
| Closed | -$246K | – | 132 |
|
|
2024
Q2 | $246K | Buy |
965
+39
| +4% | +$9.94K | 0.21% | 59 |
|
|
2024
Q1 | $261K | Sell |
926
-240
| -21% | -$67.7K | 0.24% | 52 |
|
|
2023
Q4 | $346K | Sell |
1,166
-214
| -16% | -$63.5K | 0.34% | 40 |
|
|
2023
Q3 | $364K | Buy |
1,380
+5
| +0.4% | +$1.32K | 0.42% | 41 |
|
|
2023
Q2 | $410K | Buy |
1,375
+163
| +13% | +$48.6K | 0.44% | 44 |
|
|
2023
Q1 | $339K | Buy |
1,212
+38
| +3% | +$10.6K | 0.38% | 51 |
|
|
2022
Q4 | $309K | Buy |
+1,174
| New | +$309K | 0.38% | 52 |
|