Arkadios 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
Q2 | $6.88M | Buy |
23,563
+1,346
| +6% | +$393K | 0.2% | 109 |
|
|
2025
Q1 | $6.94M | Buy |
22,217
+10,193
| +85% | +$3.18M | 0.26% | 80 |
|
|
2024
Q4 | $3.49M | Sell |
12,024
-1,825
| -13% | -$529K | 0.19% | 110 |
|
|
2024
Q3 | $4.22M | Buy |
13,849
+2,555
| +23% | +$778K | 0.24% | 95 |
|
|
2024
Q2 | $2.88M | Buy |
11,294
+186
| +2% | +$47.4K | 0.19% | 108 |
|
|
2024
Q1 | $3.13M | Sell |
11,108
-555
| -5% | -$156K | 0.24% | 97 |
|
|
2023
Q4 | $3.46M | Buy |
11,663
+138
| +1% | +$40.9K | 0.29% | 81 |
|
|
2023
Q3 | $3.04M | Buy |
11,525
+3,464
| +43% | +$913K | 0.29% | 84 |
|
|
2023
Q2 | $2.41M | Sell |
8,061
-46
| -0.6% | -$13.7K | 0.28% | 87 |
|
|
2023
Q1 | $2.27M | Buy |
8,107
+314
| +4% | +$87.8K | 0.27% | 98 |
|
|
2022
Q4 | $2.05M | Sell |
7,793
-3,841
| -33% | -$1.01M | 0.27% | 102 |
|
|
2022
Q3 | $2.68M | Buy |
11,634
+1,543
| +15% | +$356K | 0.41% | 63 |
|
|
2022
Q2 | $2.49M | Buy |
10,091
+1,739
| +21% | +$429K | 0.37% | 69 |
|
|
2022
Q1 | $2.07M | Buy |
8,352
+1,275
| +18% | +$315K | 0.27% | 94 |
|
|
2021
Q4 | $1.9M | Buy |
7,077
+111
| +2% | +$29.8K | 0.25% | 94 |
|
|
2021
Q3 | $1.68M | Sell |
6,966
-433
| -6% | -$104K | 0.24% | 101 |
|
|
2021
Q2 | $1.71M | Buy |
7,399
+4,153
| +128% | +$959K | 0.21% | 126 |
|
|
2021
Q1 | $727K | Buy |
3,246
+127
| +4% | +$28.4K | 0.12% | 196 |
|
|
2020
Q4 | $669K | Buy |
3,119
+631
| +25% | +$135K | 0.14% | 157 |
|
|
2020
Q3 | $571K | Buy |
2,488
+95
| +4% | +$21.8K | 0.29% | 77 |
|
|
2020
Q2 | $456K | Buy |
2,393
+79
| +3% | +$15.1K | 0.25% | 90 |
|
|
2020
Q1 | $383K | Buy |
2,314
+23
| +1% | +$3.8K | 0.24% | 100 |
|
|
2019
Q4 | $498K | Buy |
+2,291
| New | +$498K | 0.3% | 80 |
|