Carolina Wealth 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 | $12K | Hold |
41
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $12.8K | Hold |
41
| – | – | 0.01% | 126 |
|
|
2024
Q4 | $11.9K | Hold |
41
| – | – | 0.01% | 140 |
|
|
2024
Q3 | $12.5K | Hold |
41
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $10.4K | Hold |
41
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $11.6K | Hold |
41
| – | – | 0.01% | 138 |
|
|
2023
Q4 | $12.2K | Hold |
41
| – | – | 0.01% | 154 |
|
|
2023
Q3 | $10.8K | Hold |
41
| – | – | 0.01% | 165 |
|
|
2023
Q2 | $12.2K | Buy |
41
+30
| +273% | +$8.95K | 0.01% | 149 |
|
|
2023
Q1 | $3.08K | Hold |
11
| – | – | ﹤0.01% | 202 |
|
|
2022
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 194 |
|
|
2022
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 197 |
|
|
2022
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 222 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 237 |
|
|
2021
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $3K | Sell |
11
-5
| -31% | -$1.36K | ﹤0.01% | 229 |
|
|
2021
Q2 | $4K | Sell |
16
-14
| -47% | -$3.5K | ﹤0.01% | 237 |
|
|
2021
Q1 | $7K | Buy |
30
+14
| +88% | +$3.27K | 0.01% | 225 |
|
|
2020
Q4 | $3K | Sell |
16
-7
| -30% | -$1.31K | ﹤0.01% | 203 |
|
|
2020
Q3 | $5K | Buy |
23
+12
| +109% | +$2.61K | ﹤0.01% | 169 |
|
|
2020
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 155 |
|
|
2020
Q1 | $2K | Sell |
11
-471
| -98% | -$85.6K | ﹤0.01% | 153 |
|
|
2019
Q4 | $95K | Buy |
+482
| New | +$95K | 0.09% | 54 |
|