Briaud Financial Planning’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 | $65K | Sell |
225
-69
| -23% | -$19.9K | 0.03% | 87 |
|
|
2025
Q1 | $91K | Sell |
294
-36
| -11% | -$11.1K | 0.04% | 54 |
|
|
2024
Q4 | $95K | Buy |
330
+140
| +74% | +$40.3K | 0.04% | 50 |
|
|
2024
Q3 | $57K | Sell |
190
-205
| -52% | -$61.5K | 0.03% | 56 |
|
|
2024
Q2 | $100K | Sell |
395
-1
| -0.3% | -$253 | 0.06% | 35 |
|
|
2024
Q1 | $112K | Buy |
+396
| New | +$112K | 0.06% | 35 |
|
|
2023
Q4 | – | Sell |
-395
| Closed | -$104K | – | 99 |
|
|
2023
Q3 | $104K | Buy |
+395
| New | +$104K | 0.08% | 34 |
|