BIP Wealth’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 | $452K | Sell |
1,547
-251
| -14% | -$73.3K | 0.03% | 162 |
|
|
2025
Q1 | $562K | Sell |
1,798
-20
| -1% | -$6.25K | 0.04% | 138 |
|
|
2024
Q4 | $527K | Buy |
1,818
+652
| +56% | +$189K | 0.04% | 146 |
|
|
2024
Q3 | $355K | Buy |
1,166
+115
| +11% | +$35K | 0.02% | 168 |
|
|
2024
Q2 | $268K | Sell |
1,051
-280
| -21% | -$71.4K | 0.02% | 160 |
|
|
2024
Q1 | $375K | Sell |
1,331
-9
| -0.7% | -$2.54K | 0.03% | 144 |
|
|
2023
Q4 | $397K | Buy |
1,340
+266
| +25% | +$78.9K | 0.03% | 130 |
|
|
2023
Q3 | $283K | Buy |
1,074
+45
| +4% | +$11.9K | 0.03% | 144 |
|
|
2023
Q2 | $307K | Sell |
1,029
-265
| -20% | -$79.1K | 0.03% | 139 |
|
|
2023
Q1 | $362K | Buy |
+1,294
| New | +$362K | 0.04% | 130 |
|