Bruce G. Allen Investments’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 | $306K | Sell |
1,046
-71
| -6% | -$20.7K | 0.23% | 52 |
|
2025
Q1 | $349K | Sell |
1,117
-51
| -4% | -$15.9K | 0.28% | 43 |
|
2024
Q4 | $339K | Buy |
1,168
+29
| +3% | +$8.41K | 0.27% | 48 |
|
2024
Q3 | $347K | Buy |
1,139
+54
| +5% | +$16.4K | 0.27% | 49 |
|
2024
Q2 | $277K | Sell |
1,085
-7
| -0.6% | -$1.78K | 0.23% | 55 |
|
2024
Q1 | $308K | Sell |
1,092
-9
| -0.8% | -$2.54K | 0.25% | 52 |
|
2023
Q4 | $326K | Buy |
+1,101
| New | +$326K | 0.3% | 45 |
|