Buckley Wealth Management’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 | $1.27M | Sell |
4,341
-20
| -0.5% | -$5.84K | 0.38% | 50 |
|
2025
Q1 | $1.36M | Buy |
4,361
+35
| +0.8% | +$10.9K | 0.42% | 44 |
|
2024
Q4 | $1.25M | Sell |
4,326
-30
| -0.7% | -$8.7K | 0.38% | 53 |
|
2024
Q3 | $1.33M | Buy |
4,356
+360
| +9% | +$110K | 0.41% | 46 |
|
2024
Q2 | $1.02M | Buy |
3,996
+461
| +13% | +$117K | 0.32% | 55 |
|
2024
Q1 | $997K | Sell |
3,535
-10
| -0.3% | -$2.82K | 0.32% | 60 |
|
2023
Q4 | $1.05M | Hold |
3,545
| – | – | 0.36% | 49 |
|
2023
Q3 | $934K | Buy |
3,545
+25
| +0.7% | +$6.59K | 0.35% | 53 |
|
2023
Q2 | $1.05M | Sell |
3,520
-662
| -16% | -$198K | 0.36% | 49 |
|
2023
Q1 | $1.17M | Sell |
4,182
-160
| -4% | -$44.7K | 0.43% | 36 |
|
2022
Q4 | $1.14M | Sell |
4,342
-41
| -0.9% | -$10.8K | 0.42% | 36 |
|
2022
Q3 | $1.01M | Sell |
4,383
-291
| -6% | -$67.1K | 0.37% | 42 |
|
2022
Q2 | $1.15M | Sell |
4,674
-596
| -11% | -$147K | 0.37% | 46 |
|
2022
Q1 | $1.3M | Buy |
5,270
+446
| +9% | +$110K | 0.35% | 48 |
|
2021
Q4 | $1.29M | Sell |
4,824
-1,531
| -24% | -$410K | 0.38% | 46 |
|
2021
Q3 | $1.53M | Buy |
6,355
+90
| +1% | +$21.7K | 0.5% | 36 |
|
2021
Q2 | $1.45M | Sell |
6,265
-231
| -4% | -$53.4K | 0.5% | 37 |
|
2021
Q1 | $1.46M | Buy |
6,496
+660
| +11% | +$148K | 0.54% | 34 |
|
2020
Q4 | $1.25M | Buy |
5,836
+416
| +8% | +$89.2K | 0.51% | 35 |
|
2020
Q3 | $1.19M | Sell |
5,420
-834
| -13% | -$183K | 0.53% | 31 |
|
2020
Q2 | $1.15M | Buy |
6,254
+2,180
| +54% | +$402K | 0.52% | 36 |
|
2020
Q1 | $674K | Buy |
4,074
+456
| +13% | +$75.4K | 0.37% | 54 |
|
2019
Q4 | $715K | Sell |
3,618
-232
| -6% | -$45.8K | 0.32% | 54 |
|
2019
Q3 | $827K | Sell |
3,850
-45
| -1% | -$9.67K | 0.4% | 43 |
|
2019
Q2 | $809K | Buy |
3,895
+40
| +1% | +$8.31K | 0.38% | 45 |
|
2019
Q1 | $732K | Sell |
3,855
-340
| -8% | -$64.6K | 0.35% | 55 |
|
2018
Q4 | $745K | Sell |
4,195
-55
| -1% | -$9.77K | 0.38% | 49 |
|
2018
Q3 | $711K | Buy |
4,250
+10
| +0.2% | +$1.67K | 0.31% | 62 |
|
2018
Q2 | $664K | Buy |
4,240
+55
| +1% | +$8.61K | 0.31% | 69 |
|
2018
Q1 | $654K | Buy |
4,185
+50
| +1% | +$7.81K | 0.32% | 72 |
|
2017
Q4 | $712K | Buy |
+4,135
| New | +$712K | 0.36% | 60 |
|