BCGM Wealth Management’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 | $545K | Buy |
1,864
+9
| +0.5% | +$2.63K | 0.15% | 100 |
|
|
2025
Q1 | $579K | Buy |
1,855
+10
| +0.5% | +$3.12K | 0.18% | 94 |
|
|
2024
Q4 | $535K | Buy |
1,845
+27
| +1% | +$7.83K | 0.17% | 93 |
|
|
2024
Q3 | $554K | Buy |
1,818
+112
| +7% | +$34.1K | 0.18% | 92 |
|
|
2024
Q2 | $435K | Buy |
1,706
+111
| +7% | +$28.3K | 0.15% | 101 |
|
|
2024
Q1 | $450K | Buy |
1,595
+15
| +0.9% | +$4.23K | 0.16% | 94 |
|
|
2023
Q4 | $468K | Buy |
1,580
+9
| +0.6% | +$2.67K | 0.19% | 82 |
|
|
2023
Q3 | $414K | Hold |
1,571
| – | – | 0.19% | 80 |
|
|
2023
Q2 | $469K | Buy |
+1,571
| New | +$469K | 0.21% | 73 |
|
|
2023
Q1 | – | Sell |
-1,554
| Closed | -$409K | – | 107 |
|
|
2022
Q4 | $409K | Buy |
1,554
+5
| +0.3% | +$1.32K | 0.2% | 71 |
|
|
2022
Q3 | $419K | Buy |
1,549
+4
| +0.3% | +$1.08K | 0.21% | 68 |
|
|
2022
Q2 | $407K | Buy |
1,545
+4
| +0.3% | +$1.05K | 0.21% | 70 |
|
|
2022
Q1 | $384K | Buy |
1,541
+5
| +0.3% | +$1.25K | 0.21% | 74 |
|
|
2021
Q4 | $412K | Buy |
1,536
+4
| +0.3% | +$1.07K | 0.22% | 73 |
|
|
2021
Q3 | $376K | Hold |
1,532
| – | – | 0.21% | 72 |
|
|
2021
Q2 | $372K | Hold |
1,532
| – | – | 0.22% | 71 |
|
|
2021
Q1 | $357K | Sell |
1,532
-46
| -3% | -$10.7K | 0.24% | 67 |
|
|
2020
Q4 | $338K | Buy |
+1,578
| New | +$338K | 0.24% | 68 |
|