Angeles 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
Q2 | $1.13M | Buy |
3,857
+277
| +8% | +$80.9K | 0.08% | 96 |
|
|
2025
Q1 | $1.12M | Buy |
3,580
+36
| +1% | +$11.2K | 0.09% | 82 |
|
|
2024
Q4 | $1.03M | Buy |
3,544
+164
| +5% | +$47.5K | 0.08% | 86 |
|
|
2024
Q3 | $1.03M | Buy |
3,380
+375
| +12% | +$114K | 0.09% | 77 |
|
|
2024
Q2 | $766K | Buy |
3,005
+159
| +6% | +$40.5K | 0.07% | 93 |
|
|
2024
Q1 | $802K | Buy |
2,846
+141
| +5% | +$39.8K | 0.08% | 87 |
|
|
2023
Q4 | $802K | Buy |
2,705
+153
| +6% | +$45.4K | 0.1% | 81 |
|
|
2023
Q3 | $672K | Buy |
2,552
+84
| +3% | +$22.1K | 0.1% | 76 |
|
|
2023
Q2 | $736K | Buy |
2,468
+1
| +0% | +$298 | 0.1% | 87 |
|
|
2023
Q1 | $690K | Buy |
2,467
+19
| +0.8% | +$5.31K | 0.1% | 94 |
|
|
2022
Q4 | $645K | Sell |
2,448
-115
| -4% | -$30.3K | 0.11% | 95 |
|
|
2022
Q3 | $591K | Buy |
2,563
+6
| +0.2% | +$1.38K | 0.12% | 85 |
|
|
2022
Q2 | $631K | Buy |
2,557
+74
| +3% | +$18.3K | 0.13% | 86 |
|
|
2022
Q1 | $614K | Buy |
+2,483
| New | +$614K | 0.12% | 96 |
|