Alta Wealth 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
Q1 | – | Sell |
-2,199
| Closed | -$638K | – | 145 |
|
|
2024
Q4 | $638K | Buy |
2,199
+5
| +0.2% | +$1.45K | 0.28% | 70 |
|
|
2024
Q3 | $668K | Sell |
2,194
-164
| -7% | -$50K | 0.31% | 70 |
|
|
2024
Q2 | $601K | Sell |
2,358
-471
| -17% | -$120K | 0.3% | 69 |
|
|
2024
Q1 | $798K | Sell |
2,829
-47
| -2% | -$13.3K | 0.41% | 59 |
|
|
2023
Q4 | $853K | Sell |
2,876
-38
| -1% | -$11.3K | 0.48% | 57 |
|
|
2023
Q3 | $768K | Sell |
2,914
-153
| -5% | -$40.3K | 0.47% | 63 |
|
|
2023
Q2 | $915K | Sell |
3,067
-158
| -5% | -$47.2K | 0.54% | 53 |
|
|
2023
Q1 | $902K | Buy |
3,225
+6
| +0.2% | +$1.68K | 0.57% | 55 |
|
|
2022
Q4 | $848K | Buy |
3,219
+134
| +4% | +$35.3K | 0.57% | 50 |
|
|
2022
Q3 | $712K | Buy |
3,085
+165
| +6% | +$38.1K | 0.51% | 55 |
|
|
2022
Q2 | $717K | Buy |
2,920
+36
| +1% | +$8.84K | 0.5% | 57 |
|
|
2022
Q1 | $713K | Sell |
2,884
-34
| -1% | -$8.41K | 0.42% | 68 |
|
|
2021
Q4 | $782K | Buy |
2,918
+100
| +4% | +$26.8K | 0.48% | 65 |
|
|
2021
Q3 | $680K | Buy |
2,818
+53
| +2% | +$12.8K | 0.49% | 70 |
|
|
2021
Q2 | $639K | Sell |
2,765
-13
| -0.5% | -$3K | 0.47% | 81 |
|
|
2021
Q1 | $623K | Hold |
2,778
| – | – | 0.52% | 74 |
|
|
2020
Q4 | $596K | Buy |
+2,778
| New | +$596K | 0.5% | 69 |
|