Benchmark Financial 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 | $219K | Buy |
750
+16
| +2% | +$4.67K | 0.07% | 104 |
|
|
2025
Q1 | $229K | Sell |
734
-198
| -21% | -$61.8K | 0.09% | 94 |
|
|
2024
Q4 | $270K | Sell |
932
-41
| -4% | -$11.9K | 0.09% | 83 |
|
|
2024
Q3 | $296K | Sell |
973
-10
| -1% | -$3.04K | 0.1% | 77 |
|
|
2024
Q2 | $250K | Sell |
983
-2
| -0.2% | -$509 | 0.09% | 79 |
|
|
2024
Q1 | $278K | Buy |
985
+193
| +24% | +$54.4K | 0.11% | 71 |
|
|
2023
Q4 | $235K | Buy |
+792
| New | +$235K | 0.1% | 71 |
|
|
2023
Q3 | – | Sell |
-754
| Closed | -$225K | – | 69 |
|
|
2023
Q2 | $225K | Sell |
754
-37
| -5% | -$11K | 0.1% | 67 |
|
|
2023
Q1 | $221K | Sell |
791
-34
| -4% | -$9.5K | 0.11% | 62 |
|
|
2022
Q4 | $217K | Buy |
+825
| New | +$217K | 0.12% | 66 |
|
|
2022
Q1 | – | Sell |
-768
| Closed | -$206K | – | 83 |
|
|
2021
Q4 | $206K | Buy |
+768
| New | +$206K | 0.09% | 74 |
|
|
2021
Q3 | – | Sell |
-1,088
| Closed | -$251K | – | 69 |
|
|
2021
Q2 | $251K | Buy |
1,088
+99
| +10% | +$22.8K | 0.12% | 54 |
|
|
2021
Q1 | $222K | Sell |
989
-191
| -16% | -$42.9K | 0.12% | 53 |
|
|
2020
Q4 | $253K | Buy |
1,180
+75
| +7% | +$16.1K | 0.14% | 55 |
|
|
2020
Q3 | $243K | Sell |
1,105
-139
| -11% | -$30.6K | 0.16% | 52 |
|
|
2020
Q2 | $229K | Buy |
+1,244
| New | +$229K | 0.17% | 46 |
|