Beaird Harris 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 | $129K | Buy |
441
+56
| +15% | +$16.4K | 0.01% | 159 |
|
|
2025
Q1 | $120K | Buy |
385
+1
| +0.3% | +$313 | 0.01% | 149 |
|
|
2024
Q4 | $111K | Buy |
384
+73
| +23% | +$21.1K | 0.01% | 165 |
|
|
2024
Q3 | $94.7K | Sell |
311
-315
| -50% | -$95.9K | 0.01% | 186 |
|
|
2024
Q2 | $159K | Buy |
626
+56
| +10% | +$14.3K | 0.02% | 135 |
|
|
2024
Q1 | $161K | Buy |
570
+1
| +0.2% | +$282 | 0.02% | 129 |
|
|
2023
Q4 | $169K | Buy |
569
+45
| +9% | +$13.3K | 0.02% | 113 |
|
|
2023
Q3 | $138K | Buy |
524
+1
| +0.2% | +$263 | 0.02% | 112 |
|
|
2023
Q2 | $156K | Buy |
523
+2
| +0.4% | +$596 | 0.02% | 107 |
|
|
2023
Q1 | $146K | Sell |
521
-132
| -20% | -$36.9K | 0.03% | 104 |
|
|
2022
Q4 | $172K | Buy |
653
+135
| +26% | +$35.6K | 0.03% | 94 |
|
|
2022
Q3 | $120K | Buy |
518
+263
| +103% | +$60.9K | 0.03% | 101 |
|
|
2022
Q2 | $63K | Buy |
255
+2
| +0.8% | +$494 | 0.02% | 122 |
|
|
2022
Q1 | $63K | Sell |
253
-259
| -51% | -$64.5K | 0.02% | 172 |
|
|
2021
Q4 | $137K | Buy |
+512
| New | +$137K | 0.05% | 135 |
|