Atria Wealth Solutions’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 | $7.28M | Sell |
24,901
-29,091
| -54% | -$8.5M | 0.16% | 141 |
|
|
2025
Q1 | $16.9M | Sell |
53,992
-1,376
| -2% | -$430K | 0.2% | 107 |
|
|
2024
Q4 | $16.1M | Buy |
55,368
+6,087
| +12% | +$1.76M | 0.18% | 117 |
|
|
2024
Q3 | $15M | Sell |
49,281
-8,544
| -15% | -$2.6M | 0.16% | 129 |
|
|
2024
Q2 | $14.7M | Buy |
57,825
+4,847
| +9% | +$1.24M | 0.16% | 129 |
|
|
2024
Q1 | $14.9M | Buy |
52,978
+1,265
| +2% | +$357K | 0.17% | 131 |
|
|
2023
Q4 | $15.3M | Buy |
51,713
+3,171
| +7% | +$940K | 0.19% | 110 |
|
|
2023
Q3 | $12.8M | Sell |
48,542
-3,372
| -6% | -$888K | 0.18% | 122 |
|
|
2023
Q2 | $15.5M | Buy |
51,914
+4,013
| +8% | +$1.2M | 0.21% | 105 |
|
|
2023
Q1 | $13.4M | Buy |
47,901
+6,227
| +15% | +$1.74M | 0.2% | 114 |
|
|
2022
Q4 | $11M | Buy |
41,674
+2,528
| +6% | +$667K | 0.18% | 131 |
|
|
2022
Q3 | $9.03M | Buy |
39,146
+19,211
| +96% | +$4.43M | 0.16% | 142 |
|
|
2022
Q2 | $4.92M | Sell |
19,935
-9,301
| -32% | -$2.3M | 0.09% | 224 |
|
|
2022
Q1 | $7.23M | Buy |
+29,236
| New | +$7.23M | 0.12% | 181 |
|