Balboa Wealth Partners’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 | $834K | Buy |
2,853
+255
| +10% | +$74.5K | 0.17% | 107 |
|
|
2025
Q1 | $812K | Buy |
2,598
+22
| +0.9% | +$6.87K | 0.2% | 91 |
|
|
2024
Q4 | $747K | Sell |
2,576
-94
| -4% | -$27.3K | 0.17% | 101 |
|
|
2024
Q3 | $813K | Sell |
2,670
-763
| -22% | -$232K | 0.2% | 94 |
|
|
2024
Q2 | $875K | Buy |
3,433
+685
| +25% | +$175K | 0.23% | 80 |
|
|
2024
Q1 | $775K | Sell |
2,748
-1,016
| -27% | -$286K | 0.23% | 80 |
|
|
2023
Q4 | $1.12M | Buy |
3,764
+1,196
| +47% | +$355K | 0.37% | 46 |
|
|
2023
Q3 | $676K | Sell |
2,568
-419
| -14% | -$110K | 0.25% | 71 |
|
|
2023
Q2 | $891K | Sell |
2,987
-33
| -1% | -$9.85K | 0.31% | 56 |
|
|
2023
Q1 | $844K | Buy |
3,020
+426
| +16% | +$119K | 0.32% | 62 |
|
|
2022
Q4 | $684K | Buy |
2,594
+384
| +17% | +$101K | 0.31% | 77 |
|
|
2022
Q3 | $510K | Buy |
+2,210
| New | +$510K | 0.22% | 87 |
|