Blueprint Investment Partners’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 |
-4,552
| Closed | -$1.32M | – | 163 |
|
|
2024
Q4 | $1.32M | Buy |
4,552
+2,527
| +125% | +$733K | 0.21% | 71 |
|
|
2024
Q3 | $617K | Buy |
+2,025
| New | +$617K | 0.11% | 92 |
|
|
2024
Q2 | – | Sell |
-1,415
| Closed | -$399K | – | 137 |
|
|
2024
Q1 | $399K | Sell |
1,415
-16
| -1% | -$4.51K | 0.08% | 97 |
|
|
2023
Q4 | $425K | Buy |
+1,431
| New | +$425K | 0.12% | 78 |
|
|
2023
Q3 | – | Sell |
-2,108
| Closed | -$629K | – | 135 |
|
|
2023
Q2 | $629K | Sell |
2,108
-1,117
| -35% | -$333K | 0.23% | 72 |
|
|
2023
Q1 | $902K | Sell |
3,225
-3,448
| -52% | -$964K | 0.21% | 71 |
|
|
2022
Q4 | $1.76M | Buy |
6,673
+2,570
| +63% | +$677K | 0.37% | 62 |
|
|
2022
Q3 | $947K | Buy |
4,103
+1,157
| +39% | +$267K | 0.26% | 59 |
|
|
2022
Q2 | $727K | Buy |
2,946
+1,454
| +97% | +$359K | 0.2% | 73 |
|
|
2022
Q1 | $369K | Sell |
1,492
-739
| -33% | -$183K | 0.1% | 121 |
|
|
2021
Q4 | $598K | Buy |
2,231
+896
| +67% | +$240K | 0.15% | 108 |
|
|
2021
Q3 | $322K | Buy |
+1,335
| New | +$322K | 0.16% | 93 |
|