BSW Wealth Partners’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 | $388K | Sell |
1,329
-48
| -3% | -$14K | 0.05% | 202 |
|
|
2025
Q1 | $430K | Sell |
1,377
-69
| -5% | -$21.6K | 0.07% | 176 |
|
|
2024
Q4 | $419K | Sell |
1,446
-110
| -7% | -$31.9K | 0.06% | 184 |
|
|
2024
Q3 | $474K | Sell |
1,556
-1,824
| -54% | -$555K | 0.07% | 160 |
|
|
2024
Q2 | $861K | Sell |
3,380
-249
| -7% | -$63.5K | 0.14% | 85 |
|
|
2024
Q1 | $1.02M | Sell |
3,629
-89
| -2% | -$25.1K | 0.17% | 76 |
|
|
2023
Q4 | $1.1M | Buy |
3,718
+80
| +2% | +$23.7K | 0.22% | 64 |
|
|
2023
Q3 | $958K | Sell |
3,638
-21
| -0.6% | -$5.53K | 0.21% | 65 |
|
|
2023
Q2 | $1.09M | Sell |
3,659
-4
| -0.1% | -$1.19K | 0.23% | 60 |
|
|
2023
Q1 | $1.02M | Buy |
3,663
+196
| +6% | +$54.8K | 0.21% | 66 |
|
|
2022
Q4 | $914K | Buy |
3,467
+100
| +3% | +$26.4K | 0.2% | 74 |
|
|
2022
Q3 | $777K | Sell |
3,367
-70
| -2% | -$16.2K | 0.19% | 69 |
|
|
2022
Q2 | $849K | Sell |
3,437
-13
| -0.4% | -$3.21K | 0.2% | 69 |
|
|
2022
Q1 | $853K | Buy |
3,450
+57
| +2% | +$14.1K | 0.22% | 68 |
|
|
2021
Q4 | $910K | Buy |
3,393
+251
| +8% | +$67.3K | 0.23% | 63 |
|
|
2021
Q3 | $758K | Buy |
3,142
+277
| +10% | +$66.8K | 0.21% | 61 |
|
|
2021
Q2 | $662K | Buy |
2,865
+301
| +12% | +$69.6K | 0.18% | 75 |
|
|
2021
Q1 | $575K | Buy |
2,564
+39
| +2% | +$8.75K | 0.17% | 82 |
|
|
2020
Q4 | $542K | Buy |
2,525
+20
| +0.8% | +$4.29K | 0.17% | 78 |
|
|
2020
Q3 | $550K | Buy |
2,505
+241
| +11% | +$52.9K | 0.21% | 61 |
|
|
2020
Q2 | $418K | Buy |
2,264
+318
| +16% | +$58.7K | 0.14% | 75 |
|
|
2020
Q1 | $322K | Buy |
+1,946
| New | +$322K | 0.13% | 75 |
|
|
2019
Q4 | – | Sell |
-1,844
| Closed | -$396K | – | 145 |
|
|
2019
Q3 | $396K | Buy |
1,844
+386
| +26% | +$82.9K | 0.15% | 60 |
|
|
2019
Q2 | $303K | Buy |
+1,458
| New | +$303K | 0.11% | 75 |
|