Bordeaux Wealth Advisors’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 | $547K | Sell |
1,870
-261
| -12% | -$76.3K | 0.07% | 82 |
|
|
2025
Q1 | $666K | Sell |
2,131
-1,015
| -32% | -$317K | 0.12% | 74 |
|
|
2024
Q4 | $912K | Buy |
3,146
+107
| +4% | +$31K | 0.15% | 61 |
|
|
2024
Q3 | $925K | Buy |
3,039
+224
| +8% | +$68.2K | 0.17% | 60 |
|
|
2024
Q2 | $717K | Sell |
2,815
-7
| -0.2% | -$1.78K | 0.14% | 65 |
|
|
2024
Q1 | $796K | Sell |
2,822
-2
| -0.1% | -$564 | 0.26% | 41 |
|
|
2023
Q4 | $837K | Buy |
2,824
+109
| +4% | +$32.3K | 0.28% | 42 |
|
|
2023
Q3 | $715K | Sell |
2,715
-174
| -6% | -$45.8K | 0.29% | 42 |
|
|
2023
Q2 | $862K | Sell |
2,889
-254
| -8% | -$75.8K | 0.35% | 36 |
|
|
2023
Q1 | $879K | Sell |
3,143
-7
| -0.2% | -$1.96K | 0.45% | 32 |
|
|
2022
Q4 | $830K | Sell |
3,150
-47
| -1% | -$12.4K | 0.46% | 34 |
|
|
2022
Q3 | $738K | Buy |
3,197
+132
| +4% | +$30.5K | 0.46% | 37 |
|
|
2022
Q2 | $757K | Sell |
3,065
-62
| -2% | -$15.3K | 0.52% | 35 |
|
|
2022
Q1 | $773K | Sell |
3,127
-638
| -17% | -$158K | 0.42% | 41 |
|
|
2021
Q4 | $1.01M | Hold |
3,765
| – | – | 0.46% | 36 |
|
|
2021
Q3 | $908K | Sell |
3,765
-700
| -16% | -$169K | 0.51% | 32 |
|
|
2021
Q2 | $1.03M | Hold |
4,465
| – | – | 0.59% | 26 |
|
|
2021
Q1 | $1M | Sell |
4,465
-104
| -2% | -$23.3K | 0.69% | 22 |
|
|
2020
Q4 | $980K | Buy |
+4,569
| New | +$980K | 0.74% | 18 |
|