Brogan Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,359
| Closed | -$414K | – | 58 |
|
|
2024
Q3 | $414K | Sell |
1,359
-40
| -3% | -$12.2K | 0.24% | 33 |
|
|
2024
Q2 | $357K | Buy |
1,399
+4
| +0.3% | +$1.02K | 0.22% | 33 |
|
|
2024
Q1 | $393K | Buy |
1,395
+9
| +0.6% | +$2.54K | 0.26% | 30 |
|
|
2023
Q4 | $411K | Sell |
1,386
-3
| -0.2% | -$890 | 0.3% | 25 |
|
|
2023
Q3 | $366K | Hold |
1,389
| – | – | 0.32% | 25 |
|
|
2023
Q2 | $415K | Hold |
1,389
| – | – | 0.35% | 20 |
|
|
2023
Q1 | $388K | Hold |
1,389
| – | – | 0.34% | 20 |
|
|
2022
Q4 | $366K | Buy |
+1,389
| New | +$366K | 0.33% | 23 |
|