Bell & Brown 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
10,721
-165
| -2% | -$48.2K | 1.12% | 36 |
|
|
2025
Q1 | $3.4M | Buy |
10,886
+338
| +3% | +$106K | 1.33% | 33 |
|
|
2024
Q4 | $3.06M | Buy |
10,548
+314
| +3% | +$91K | 1.14% | 33 |
|
|
2024
Q3 | $3.12M | Buy |
10,234
+116
| +1% | +$35.3K | 1.22% | 33 |
|
|
2024
Q2 | $2.58M | Buy |
10,118
+890
| +10% | +$227K | 0.99% | 37 |
|
|
2024
Q1 | $2.6M | Sell |
9,228
-60
| -0.6% | -$16.9K | 1.11% | 34 |
|
|
2023
Q4 | $2.75M | Buy |
+9,288
| New | +$2.75M | 1.28% | 31 |
|
|
2023
Q2 | $2.79M | Sell |
9,353
-144
| -2% | -$43K | 1.4% | 28 |
|
|
2023
Q1 | $2.66M | Sell |
9,497
-1
| -0% | -$280 | 1.41% | 32 |
|
|
2022
Q4 | $2.5M | Sell |
9,498
-3
| -0% | -$791 | 1.38% | 31 |
|
|
2022
Q3 | $2.19M | Sell |
9,501
-205
| -2% | -$47.3K | 1.35% | 31 |
|
|
2022
Q2 | $2.4M | Sell |
9,706
-436
| -4% | -$108K | 1.28% | 29 |
|
|
2022
Q1 | $2.51M | Buy |
10,142
+64
| +0.6% | +$15.8K | 1.14% | 34 |
|
|
2021
Q4 | $2.63M | Buy |
10,078
+617
| +7% | +$161K | 1.27% | 32 |
|
|
2021
Q3 | $2.28M | Buy |
+9,461
| New | +$2.28M | 1.23% | 34 |
|
|
2020
Q3 | $1.88M | Buy |
8,223
+893
| +12% | +$204K | 1.36% | 27 |
|
|
2020
Q2 | $1.46M | Buy |
7,330
+742
| +11% | +$147K | 1.14% | 35 |
|
|
2020
Q1 | $1.19M | Buy |
6,588
+86
| +1% | +$15.5K | 1.1% | 35 |
|
|
2019
Q4 | $1.36M | Buy |
6,502
+8
| +0.1% | +$1.68K | 1.02% | 38 |
|
|
2019
Q3 | $1.36M | Sell |
6,494
-43
| -0.7% | -$8.99K | 1.12% | 40 |
|
|
2019
Q2 | $1.36M | Sell |
6,537
-2
| -0% | -$415 | 1.2% | 36 |
|
|
2019
Q1 | $1.24M | Sell |
6,539
-21
| -0.3% | -$3.99K | 1.13% | 37 |
|
|
2018
Q4 | $1.17M | Sell |
6,560
-124
| -2% | -$22K | 1.25% | 33 |
|
|
2018
Q3 | $1.18M | Buy |
6,684
+270
| +4% | +$47.7K | 1.1% | 40 |
|
|
2018
Q2 | $1.01M | Sell |
6,414
-126
| -2% | -$19.7K | 0.99% | 41 |
|
|
2018
Q1 | $1.07M | Buy |
6,540
+111
| +2% | +$18.2K | 1.13% | 36 |
|
|
2017
Q4 | $1.11M | Buy |
+6,429
| New | +$1.11M | 1.15% | 38 |
|