BlackDiamond 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 | $630K | Buy |
2,117
+102
| +5% | +$30.4K | 0.36% | 53 |
|
|
2025
Q1 | $632K | Sell |
2,015
-25
| -1% | -$7.84K | 0.43% | 46 |
|
|
2024
Q4 | $591K | Buy |
2,040
+26
| +1% | +$7.54K | 0.34% | 64 |
|
|
2024
Q3 | $601K | Buy |
2,014
+138
| +7% | +$41.2K | 0.36% | 62 |
|
|
2024
Q2 | $509K | Sell |
1,876
-68
| -3% | -$18.4K | 0.33% | 72 |
|
|
2024
Q1 | $548K | Sell |
1,944
-14
| -0.7% | -$3.95K | 0.39% | 68 |
|
|
2023
Q4 | $560K | Buy |
1,958
+115
| +6% | +$32.9K | 0.41% | 54 |
|
|
2023
Q3 | $480K | Buy |
1,843
+19
| +1% | +$4.94K | 0.43% | 54 |
|
|
2023
Q2 | $533K | Buy |
1,824
+86
| +5% | +$25.1K | 0.45% | 59 |
|
|
2023
Q1 | $507K | Buy |
1,738
+5
| +0.3% | +$1.46K | 0.52% | 45 |
|
|
2022
Q4 | $466K | Buy |
1,733
+52
| +3% | +$14K | 0.53% | 53 |
|
|
2022
Q3 | $430K | Buy |
1,681
+80
| +5% | +$20.5K | 0.52% | 46 |
|
|
2022
Q2 | $407K | Sell |
1,601
-7
| -0.4% | -$1.78K | 0.51% | 59 |
|
|
2022
Q1 | $398K | Buy |
1,608
+197
| +14% | +$48.8K | 0.48% | 63 |
|
|
2021
Q4 | $378K | Buy |
+1,411
| New | +$378K | 0.43% | 76 |
|