Bernardo Wealth Planning’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 | $548K | Buy |
1,875
+12
| +0.6% | +$3.51K | 0.12% | 70 |
|
|
2025
Q1 | $582K | Buy |
1,863
+36
| +2% | +$11.2K | 0.14% | 60 |
|
|
2024
Q4 | $516K | Buy |
1,827
+23
| +1% | +$6.49K | 0.12% | 63 |
|
|
2024
Q3 | $568K | Buy |
1,804
+13
| +0.7% | +$4.09K | 0.14% | 60 |
|
|
2024
Q2 | $456K | Sell |
1,791
-235
| -12% | -$59.9K | 0.12% | 62 |
|
|
2024
Q1 | $571K | Buy |
2,026
+38
| +2% | +$10.7K | 0.16% | 55 |
|
|
2023
Q4 | $589K | Buy |
1,988
+114
| +6% | +$33.8K | 0.19% | 53 |
|
|
2023
Q3 | $494K | Buy |
1,874
+2
| +0.1% | +$527 | 0.2% | 52 |
|
|
2023
Q2 | $559K | Sell |
1,872
-28
| -1% | -$8.36K | 0.22% | 52 |
|
|
2023
Q1 | $531K | Buy |
1,900
+30
| +2% | +$8.39K | 0.23% | 52 |
|
|
2022
Q4 | $493K | Buy |
1,870
+2
| +0.1% | +$527 | 0.23% | 53 |
|
|
2022
Q3 | $475K | Buy |
1,868
+1
| +0.1% | +$254 | 0.27% | 48 |
|
|
2022
Q2 | $461K | Buy |
1,867
+1
| +0.1% | +$247 | 0.26% | 49 |
|
|
2022
Q1 | $461K | Buy |
1,866
+281
| +18% | +$69.4K | 0.23% | 51 |
|
|
2021
Q4 | $424K | Buy |
1,585
+2
| +0.1% | +$535 | 0.21% | 54 |
|
|
2021
Q3 | $381K | Buy |
1,583
+4
| +0.3% | +$963 | 0.22% | 52 |
|
|
2021
Q2 | $364K | Sell |
1,579
-18
| -1% | -$4.15K | 0.22% | 54 |
|
|
2021
Q1 | $358K | Sell |
1,597
-3,722
| -70% | -$834K | 0.23% | 52 |
|
|
2020
Q4 | $1.14M | Hold |
5,319
| – | – | 0.44% | 42 |
|
|
2020
Q3 | $1.17M | Buy |
5,319
+511
| +11% | +$112K | 0.52% | 35 |
|
|
2020
Q2 | $887K | Buy |
4,808
+42
| +0.9% | +$7.75K | 0.48% | 43 |
|
|
2020
Q1 | $788K | Buy |
4,766
+155
| +3% | +$25.6K | 0.55% | 45 |
|
|
2019
Q4 | $911K | Buy |
4,611
+88
| +2% | +$17.4K | 0.55% | 42 |
|
|
2019
Q3 | $971K | Sell |
4,523
-65
| -1% | -$14K | 0.7% | 36 |
|
|
2019
Q2 | $953K | Buy |
4,588
+132
| +3% | +$27.4K | 0.75% | 34 |
|
|
2019
Q1 | $846K | Buy |
4,456
+515
| +13% | +$97.8K | 0.67% | 36 |
|
|
2018
Q4 | $700K | Buy |
+3,941
| New | +$700K | 0.62% | 40 |
|