Buttonwood 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 | $1.32M | Sell |
4,504
-100
| -2% | -$29.2K | 0.53% | 38 |
|
2025
Q1 | $1.44M | Sell |
4,604
-23
| -0.5% | -$7.19K | 0.63% | 34 |
|
2024
Q4 | $1.34M | Sell |
4,627
-51
| -1% | -$14.8K | 0.59% | 36 |
|
2024
Q3 | $1.42M | Sell |
4,678
-46
| -1% | -$14K | 0.62% | 39 |
|
2024
Q2 | $1.2M | Sell |
4,724
-1,015
| -18% | -$259K | 0.57% | 42 |
|
2024
Q1 | $1.62M | Sell |
5,739
-133
| -2% | -$37.5K | 0.76% | 36 |
|
2023
Q4 | $1.74M | Sell |
5,872
-183
| -3% | -$54.3K | 0.95% | 31 |
|
2023
Q3 | $1.6M | Sell |
6,055
-22
| -0.4% | -$5.8K | 1.01% | 29 |
|
2023
Q2 | $1.81M | Buy |
6,077
+342
| +6% | +$102K | 1.14% | 27 |
|
2023
Q1 | $1.6M | Sell |
5,735
-90
| -2% | -$25.2K | 1.24% | 25 |
|
2022
Q4 | $1.54M | Sell |
5,825
-509
| -8% | -$134K | 1.29% | 23 |
|
2022
Q3 | $1.56M | Sell |
6,334
-194
| -3% | -$47.9K | 1.41% | 24 |
|
2022
Q2 | $1.61M | Buy |
6,528
+1,584
| +32% | +$391K | 1.45% | 23 |
|
2022
Q1 | $1.22M | Buy |
4,944
+1,106
| +29% | +$274K | 1.1% | 28 |
|
2021
Q4 | $1.03M | Buy |
+3,838
| New | +$1.03M | 1.01% | 31 |
|