Carolinas Wealth Consulting’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 | – | Sell |
-375
| Closed | -$117K | – | 564 |
|
|
2025
Q1 | $117K | Buy |
375
+6
| +2% | +$1.87K | 0.03% | 222 |
|
|
2024
Q4 | $107K | Sell |
369
-4
| -1% | -$1.16K | 0.02% | 242 |
|
|
2024
Q3 | $113K | Hold |
373
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $94.8K | Sell |
373
-237
| -39% | -$60.3K | 0.02% | 265 |
|
|
2024
Q1 | $172K | Sell |
610
-19,999
| -97% | -$5.64M | 0.03% | 191 |
|
|
2023
Q4 | $221K | Sell |
20,609
-159
| -0.8% | -$1.7K | 0.05% | 148 |
|
|
2023
Q3 | $239K | Buy |
20,768
+1
| +0% | +$12 | 0.06% | 131 |
|
|
2023
Q2 | $269K | Sell |
20,767
-99
| -0.5% | -$1.28K | 0.05% | 152 |
|
|
2023
Q1 | $281K | Buy |
20,866
+374
| +2% | +$5.04K | 0.06% | 142 |
|
|
2022
Q4 | $167K | Sell |
20,492
-206
| -1% | -$1.68K | 0.04% | 181 |
|
|
2022
Q3 | $197K | Sell |
20,698
-54
| -0.3% | -$514 | 0.05% | 156 |
|
|
2022
Q2 | $222K | Buy |
20,752
+20,138
| +3,280% | +$215K | 0.06% | 145 |
|
|
2022
Q1 | $152K | Sell |
614
-280
| -31% | -$69.3K | 0.03% | 204 |
|
|
2021
Q4 | $240K | Buy |
894
+291
| +48% | +$78.1K | 0.05% | 155 |
|
|
2021
Q3 | $145K | Sell |
603
-42
| -7% | -$10.1K | 0.03% | 200 |
|
|
2021
Q2 | $149K | Buy |
645
+104
| +19% | +$24K | 0.03% | 211 |
|
|
2021
Q1 | $121K | Buy |
541
+154
| +40% | +$34.4K | 0.03% | 230 |
|
|
2020
Q4 | $83K | Buy |
387
+223
| +136% | +$47.8K | 0.02% | 256 |
|
|
2020
Q3 | $36K | Buy |
164
+32
| +24% | +$7.02K | 0.01% | 322 |
|
|
2020
Q2 | $24K | Buy |
+132
| New | +$24K | 0.01% | 271 |
|