Brown Shipley & Co’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 | $65.4K | Sell |
224
-100
| -31% | -$29.2K | 0.04% | 49 |
|
|
2025
Q1 | $101K | Hold |
324
| – | – | 0.06% | 47 |
|
|
2024
Q4 | $93.9K | Hold |
324
| – | – | 0.05% | 48 |
|
|
2024
Q3 | $98.7K | Sell |
324
-15
| -4% | -$4.57K | 0.05% | 49 |
|
|
2024
Q2 | $86.4K | Sell |
339
-4,098
| -92% | -$1.04M | 0.04% | 50 |
|
|
2024
Q1 | $1.24M | Buy |
4,437
+128
| +3% | +$35.9K | 0.39% | 32 |
|
|
2023
Q4 | $1.28M | Sell |
4,309
-4
| -0.1% | -$1.19K | 0.63% | 29 |
|
|
2023
Q3 | $1.14M | Buy |
4,313
+231
| +6% | +$60.9K | 0.63% | 30 |
|
|
2023
Q2 | $1.22M | Sell |
4,082
-119
| -3% | -$35.5K | 0.5% | 35 |
|
|
2023
Q1 | $1.17M | Buy |
+4,201
| New | +$1.17M | 0.76% | 29 |
|