Bennett Associates 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 | – | Sell |
-728
| Closed | -$227K | – | 51 |
|
|
2025
Q1 | $227K | Sell |
728
-194
| -21% | -$60.6K | 0.19% | 43 |
|
|
2024
Q4 | $267K | Buy |
922
+171
| +23% | +$49.6K | 0.22% | 44 |
|
|
2024
Q3 | $229K | Buy |
+751
| New | +$229K | 0.19% | 43 |
|
|
2024
Q2 | – | Sell |
-724
| Closed | -$204K | – | 46 |
|
|
2024
Q1 | $204K | Sell |
724
-61
| -8% | -$17.2K | 0.18% | 38 |
|
|
2023
Q4 | $233K | Buy |
+785
| New | +$233K | 0.23% | 37 |
|