Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $304K | Buy |
1,049
+58
| +6% | +$16.8K | 0.11% | 91 |
|
|
2024
Q3 | $302K | Hold |
991
| – | – | 0.11% | 91 |
|
|
2024
Q2 | $252K | Sell |
991
-7
| -0.7% | -$1.78K | 0.1% | 96 |
|
|
2024
Q1 | $281K | Buy |
998
+7
| +0.7% | +$1.97K | 0.13% | 91 |
|
|
2023
Q4 | $294K | Buy |
991
+46
| +5% | +$13.6K | 0.15% | 79 |
|
|
2023
Q3 | $249K | Hold |
945
| – | – | 0.14% | 86 |
|
|
2023
Q2 | $282K | Hold |
945
| – | – | 0.15% | 83 |
|
|
2023
Q1 | $264K | Sell |
945
-10
| -1% | -$2.8K | 0.12% | 86 |
|
|
2022
Q4 | $252K | Sell |
955
-41
| -4% | -$10.8K | 0.15% | 89 |
|
|
2022
Q3 | $230K | Buy |
996
+30
| +3% | +$6.93K | 0.13% | 94 |
|
|
2022
Q2 | $238K | Buy |
966
+29
| +3% | +$7.15K | 0.13% | 92 |
|
|
2022
Q1 | $232K | Buy |
937
+2
| +0.2% | +$495 | 0.11% | 99 |
|
|
2021
Q4 | $251K | Buy |
+935
| New | +$251K | 0.15% | 86 |
|