Betterment LLC’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,411
| Closed | -$409K | – | 465 |
|
|
2024
Q4 | $409K | Buy |
1,411
+205
| +17% | +$59.4K | ﹤0.01% | 349 |
|
|
2024
Q3 | $367K | Sell |
1,206
-797
| -40% | -$243K | ﹤0.01% | 341 |
|
|
2024
Q2 | $510K | Buy |
2,003
+3
| +0.2% | +$764 | ﹤0.01% | 283 |
|
|
2024
Q1 | $564K | Buy |
+2,000
| New | +$564K | ﹤0.01% | 251 |
|