BKM 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 | $1.81M | Sell |
6,208
-2,591
| -29% | -$757K | 0.71% | 46 |
|
|
2025
Q1 | $2.75M | Buy |
8,799
+215
| +3% | +$67.2K | 1.13% | 23 |
|
|
2024
Q4 | $2.49M | Sell |
8,584
-99
| -1% | -$28.7K | 1.02% | 24 |
|
|
2024
Q3 | $2.64M | Sell |
8,683
-234
| -3% | -$71.3K | 1.08% | 22 |
|
|
2024
Q2 | $2.27M | Buy |
8,917
+585
| +7% | +$149K | 1.09% | 22 |
|
|
2024
Q1 | $2.35M | Buy |
8,332
+422
| +5% | +$119K | 1.01% | 23 |
|
|
2023
Q4 | $2.35M | Buy |
+7,910
| New | +$2.35M | 1% | 22 |
|