Brown Financial 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 | $1.76M | Buy |
6,034
+280
| +5% | +$81.8K | 0.69% | 52 |
|
|
2025
Q1 | $1.8M | Buy |
5,754
+116
| +2% | +$36.2K | 0.74% | 46 |
|
|
2024
Q4 | $1.63M | Sell |
5,638
-125
| -2% | -$36.2K | 0.66% | 46 |
|
|
2024
Q3 | $1.75M | Sell |
5,763
-564
| -9% | -$172K | 0.72% | 45 |
|
|
2024
Q2 | $1.61M | Buy |
+6,327
| New | +$1.61M | 0.72% | 42 |
|