Apexium Financial’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 | $857K | Sell |
2,933
-40
| -1% | -$11.7K | 0.05% | 136 |
|
|
2025
Q1 | $929K | Buy |
2,973
+288
| +11% | +$90K | 0.06% | 127 |
|
|
2024
Q4 | $778K | Buy |
2,685
+815
| +44% | +$236K | 0.05% | 123 |
|
|
2024
Q3 | $569K | Sell |
1,870
-12
| -0.6% | -$3.65K | 0.04% | 133 |
|
|
2024
Q2 | $480K | Sell |
1,882
-15
| -0.8% | -$3.82K | 0.03% | 141 |
|
|
2024
Q1 | $535K | Sell |
1,897
-4,038
| -68% | -$1.14M | 0.04% | 134 |
|
|
2023
Q4 | $1.76M | Buy |
5,935
+4,019
| +210% | +$1.19M | 0.13% | 81 |
|
|
2023
Q3 | $505K | Sell |
1,916
-25
| -1% | -$6.59K | 0.05% | 130 |
|
|
2023
Q2 | $579K | Buy |
1,941
+196
| +11% | +$58.5K | 0.05% | 125 |
|
|
2023
Q1 | $488K | Hold |
1,745
| – | – | 0.05% | 131 |
|
|
2022
Q4 | $460K | Sell |
1,745
-254
| -13% | -$66.9K | 0.05% | 139 |
|
|
2022
Q3 | $461K | Buy |
+1,999
| New | +$461K | 0.06% | 126 |
|