Bell Investment 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 | $86.2K | Buy |
295
+38
| +15% | +$11.1K | 0.01% | 176 |
|
|
2025
Q1 | $80.3K | Sell |
257
-28
| -10% | -$8.75K | 0.01% | 161 |
|
|
2024
Q4 | $82.6K | Buy |
285
+21
| +8% | +$6.09K | 0.02% | 163 |
|
|
2024
Q3 | $80.4K | Sell |
264
-2
| -0.8% | -$609 | 0.01% | 167 |
|
|
2024
Q2 | $67.8K | Sell |
266
-40
| -13% | -$10.2K | 0.01% | 178 |
|
|
2024
Q1 | $86.3K | Sell |
306
-9
| -3% | -$2.54K | 0.02% | 150 |
|
|
2023
Q4 | $93.4K | Buy |
315
+27
| +9% | +$8.01K | 0.02% | 137 |
|
|
2023
Q3 | $75.9K | Sell |
288
-49
| -15% | -$12.9K | 0.02% | 143 |
|
|
2023
Q2 | $101K | Buy |
337
+16
| +5% | +$4.78K | 0.02% | 110 |
|
|
2023
Q1 | $89.8K | Sell |
321
-28
| -8% | -$7.83K | 0.02% | 108 |
|
|
2022
Q4 | $92K | Buy |
349
+42
| +14% | +$11.1K | 0.02% | 110 |
|
|
2022
Q3 | $71K | Buy |
307
+97
| +46% | +$22.4K | 0.02% | 98 |
|
|
2022
Q2 | $52K | Buy |
+210
| New | +$52K | 0.02% | 133 |
|
|
2021
Q4 | $59K | Buy |
219
+8
| +4% | +$2.16K | 0.02% | 141 |
|
|
2021
Q3 | $51K | Buy |
+211
| New | +$51K | 0.02% | 143 |
|