Bogart Wealth LLC’s McDonald's MCD Stock Holding History

Bogart Wealth LLC’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$471K	Buy	1,612 +67	+4%	+$19.6K	0.02%	166
2025 Q1	$482K	Sell	1,545 -187	-11%	-$58.4K	0.02%	158
2024 Q4	$502K	Sell	1,732 -22,087	-93%	-$6.4M	0.02%	154
2024 Q3	$7.25M	Sell	23,819 -5,111	-18%	-$1.56M	0.34%	67
2024 Q2	$7.37M	Buy	28,930 +1,503	+5%	+$383K	0.38%	59
2024 Q1	$7.73M	Buy	27,427 +1,512	+6%	+$426K	0.4%	63
2023 Q4	$7.68M	Buy	25,915 +291	+1%	+$86.3K	0.43%	56
2023 Q3	$6.75M	Buy	25,624 +626	+3%	+$165K	0.42%	58
2023 Q2	$7.46M	Sell	24,998 -1,388	-5%	-$414K	0.47%	50
2023 Q1	$7.38M	Buy	26,386 +1,923	+8%	+$538K	0.49%	46
2022 Q4	$6.45M	Buy	24,463 +3,223	+15%	+$849K	0.45%	46
2022 Q3	$4.9M	Buy	21,240 +2,853	+16%	+$658K	0.41%	47
2022 Q2	$4.54M	Buy	18,387 +3,055	+20%	+$754K	0.4%	50
2022 Q1	$3.79M	Buy	15,332 +2,178	+17%	+$539K	0.32%	64
2021 Q4	$3.53M	Buy	13,154 +1,475	+13%	+$395K	0.32%	64
2021 Q3	$2.82M	Buy	11,679 +1,441	+14%	+$347K	0.29%	60
2021 Q2	$2.37M	Buy	10,238 +1,635	+19%	+$378K	0.26%	61
2021 Q1	$1.93M	Buy	8,603 +6,972	+427%	+$1.56M	0.27%	65
2020 Q4	$349K	Hold	1,631	–	–	0.06%	110
2020 Q3	$357K	Hold	1,631	–	–	0.08%	109
2020 Q2	$301K	Buy	1,631 +103	+7%	+$19K	0.07%	109
2020 Q1	$253K	Sell	1,528 -74	-5%	-$12.3K	0.07%	111
2019 Q4	$317K	Buy	1,602 +105	+7%	+$20.8K	0.1%	98
2019 Q3	$321K	Sell	1,497 -81	-5%	-$17.4K	0.16%	78
2019 Q2	$327K	Sell	1,578 -3,386	-68%	-$702K	0.2%	72
2019 Q1	$942K	Buy	4,964 +96	+2%	+$18.2K	0.45%	38
2018 Q4	$864K	Sell	4,868 -713	-13%	-$127K	0.43%	36
2018 Q3	$934K	Buy	5,581 +575	+11%	+$96.2K	0.54%	37
2018 Q2	$784K	Buy	5,006 +720	+17%	+$113K	0.48%	39
2018 Q1	$703K	Buy	4,286 +783	+22%	+$128K	0.41%	41
2017 Q4	$603K	Buy	3,503 +1,902	+119%	+$327K	0.39%	40
2017 Q3	$256K	Buy	1,601 +191	+14%	+$30.5K	0.19%	59
2017 Q2	$216K	Sell	1,410 -476	-25%	-$72.9K	0.14%	61
2017 Q1	$244K	Sell	1,886 -44	-2%	-$5.69K	0.16%	61
2016 Q4	$235K	Buy	+1,930	New	+$235K	0.16%	65