Capstone Wealth Management Group (Pennsylvania)’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 | $326K | Buy |
1,117
+336
| +43% | +$98.2K | 0.31% | 42 |
|
|
2025
Q1 | $244K | Buy |
781
+2
| +0.3% | +$625 | 0.14% | 63 |
|
|
2024
Q4 | $226K | Sell |
779
-2
| -0.3% | -$580 | 0.12% | 71 |
|
|
2024
Q3 | $238K | Buy |
+781
| New | +$238K | 0.14% | 67 |
|
|
2024
Q2 | – | Sell |
-777
| Closed | -$219K | – | 71 |
|
|
2024
Q1 | $219K | Buy |
777
+2
| +0.3% | +$564 | 0.16% | 66 |
|
|
2023
Q4 | $230K | Sell |
775
-2
| -0.3% | -$593 | 0.22% | 56 |
|
|
2023
Q3 | $205K | Buy |
777
+2
| +0.3% | +$527 | 0.21% | 53 |
|
|
2023
Q2 | $231K | Buy |
775
+9
| +1% | +$2.69K | 0.24% | 53 |
|
|
2023
Q1 | $214K | Sell |
766
-53
| -6% | -$14.8K | 0.24% | 54 |
|
|
2022
Q4 | $216K | Buy |
+819
| New | +$216K | 0.23% | 56 |
|
|
2022
Q3 | – | Sell |
-840
| Closed | -$207K | – | 59 |
|
|
2022
Q2 | $207K | Buy |
840
+2
| +0.2% | +$493 | 0.25% | 60 |
|
|
2022
Q1 | $207K | Buy |
838
+7
| +0.8% | +$1.73K | 0.21% | 65 |
|
|
2021
Q4 | $223K | Buy |
+831
| New | +$223K | 0.18% | 76 |
|