Beam Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,166
| Closed | -$611K | – | 131 |
|
|
2024
Q1 | $611K | Buy |
2,166
+139
| +7% | +$39.2K | 0.37% | 52 |
|
|
2023
Q4 | $601K | Buy |
2,027
+18
| +0.9% | +$5.34K | 0.38% | 49 |
|
|
2023
Q3 | $529K | Buy |
2,009
+5
| +0.2% | +$1.32K | 0.38% | 52 |
|
|
2023
Q2 | $598K | Buy |
2,004
+20
| +1% | +$5.97K | 0.42% | 46 |
|
|
2023
Q1 | $555K | Sell |
1,984
-6
| -0.3% | -$1.68K | 0.56% | 50 |
|
|
2022
Q4 | $524K | Sell |
1,990
-2
| -0.1% | -$527 | 0.55% | 52 |
|
|
2022
Q3 | $460K | Buy |
1,992
+44
| +2% | +$10.2K | 0.51% | 58 |
|
|
2022
Q2 | $481K | Buy |
1,948
+4
| +0.2% | +$988 | 0.53% | 59 |
|
|
2022
Q1 | $481K | Buy |
+1,944
| New | +$481K | 0.55% | 50 |
|
|
2021
Q4 | – | Sell |
-1,331
| Closed | -$321K | – | 120 |
|
|
2021
Q3 | $321K | Buy |
1,331
+110
| +9% | +$26.5K | 0.28% | 100 |
|
|
2021
Q2 | $282K | Buy |
1,221
+5
| +0.4% | +$1.16K | 0.24% | 105 |
|
|
2021
Q1 | $272K | Buy |
1,216
+137
| +13% | +$30.6K | 0.24% | 103 |
|
|
2020
Q4 | $232K | Sell |
1,079
-152
| -12% | -$32.7K | 0.22% | 111 |
|
|
2020
Q3 | $270K | Sell |
1,231
-2
| -0.2% | -$439 | 0.25% | 102 |
|
|
2020
Q2 | $232K | Buy |
+1,233
| New | +$232K | 0.23% | 109 |
|
|
2020
Q1 | – | Sell |
-1,177
| Closed | -$233K | – | 164 |
|
|
2019
Q4 | $233K | Buy |
+1,177
| New | +$233K | 0.22% | 131 |
|