Barlow 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 | $1.63M | Sell |
5,534
-65
| -1% | -$19.2K | 0.2% | 47 |
|
|
2025
Q1 | $1.77M | Buy |
5,599
+400
| +8% | +$127K | 0.23% | 45 |
|
|
2024
Q4 | $1.47M | Buy |
5,199
+11
| +0.2% | +$3.11K | 0.19% | 48 |
|
|
2024
Q3 | $1.56M | Hold |
5,188
| – | – | 0.2% | 56 |
|
|
2024
Q2 | $1.31M | Buy |
5,188
+502
| +11% | +$127K | 0.18% | 60 |
|
|
2024
Q1 | $1.25M | Sell |
4,686
-75
| -2% | -$20.1K | 0.17% | 63 |
|
|
2023
Q4 | $1.41M | Buy |
+4,761
| New | +$1.41M | 0.2% | 58 |
|