Berry Wealth Group’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 | $411K | Buy |
1,408
+17
| +1% | +$4.97K | 0.29% | 46 |
|
|
2025
Q1 | $435K | Buy |
1,391
+316
| +29% | +$98.7K | 0.34% | 43 |
|
|
2024
Q4 | $312K | Buy |
1,075
+167
| +18% | +$48.4K | 0.22% | 57 |
|
|
2024
Q3 | $277K | Sell |
908
-47
| -5% | -$14.3K | 0.2% | 67 |
|
|
2024
Q2 | $243K | Buy |
955
+2
| +0.2% | +$510 | 0.19% | 65 |
|
|
2024
Q1 | $269K | Buy |
953
+99
| +12% | +$27.9K | 0.22% | 58 |
|
|
2023
Q4 | $253K | Buy |
+854
| New | +$253K | 0.23% | 52 |
|