Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
2,233
-365
| -14% | -$109K | 0.16% | 136 |
|
|
2025
Q1 | $815K | Sell |
2,598
-391
| -13% | -$123K | 0.22% | 114 |
|
|
2024
Q4 | $922K | Sell |
2,989
-27
| -0.9% | -$8.33K | 0.22% | 112 |
|
|
2024
Q3 | $916K | Sell |
3,016
-211
| -7% | -$64.1K | 0.22% | 117 |
|
|
2024
Q2 | $807K | Buy |
3,227
+16
| +0.5% | +$4K | 0.2% | 123 |
|
|
2024
Q1 | $881K | Buy |
3,211
+30
| +0.9% | +$8.23K | 0.24% | 117 |
|
|
2023
Q4 | $918K | Buy |
3,181
+302
| +10% | +$87.2K | 0.28% | 100 |
|
|
2023
Q3 | $716K | Buy |
2,879
+21
| +0.7% | +$5.23K | 0.24% | 110 |
|
|
2023
Q2 | $848K | Sell |
2,858
-32
| -1% | -$9.5K | 0.29% | 83 |
|
|
2023
Q1 | $857K | Sell |
2,890
-172
| -6% | -$51K | 0.31% | 68 |
|
|
2022
Q4 | $841K | Buy |
3,062
+136
| +5% | +$37.4K | 0.38% | 68 |
|
|
2022
Q3 | $694K | Sell |
2,926
-20
| -0.7% | -$4.74K | 0.35% | 76 |
|
|
2022
Q2 | $745K | Buy |
2,946
+295
| +11% | +$74.6K | 0.38% | 69 |
|
|
2022
Q1 | $677K | Buy |
2,651
+113
| +4% | +$28.9K | 0.31% | 92 |
|
|
2021
Q4 | $646K | Sell |
2,538
-586
| -19% | -$149K | 0.26% | 113 |
|
|
2021
Q3 | $791K | Buy |
3,124
+104
| +3% | +$26.3K | 0.27% | 112 |
|
|
2021
Q2 | $705K | Sell |
3,020
-1,976
| -40% | -$461K | 0.26% | 116 |
|
|
2021
Q1 | $1.16M | Buy |
4,996
+478
| +11% | +$111K | 0.47% | 69 |
|
|
2020
Q4 | $964K | Buy |
4,518
+1,119
| +33% | +$239K | 0.4% | 77 |
|
|
2020
Q3 | $776K | Buy |
3,399
+1,725
| +103% | +$394K | 0.51% | 70 |
|
|
2020
Q2 | $334K | Buy |
+1,674
| New | +$334K | 0.2% | 146 |
|
|
2020
Q1 | – | Sell |
-3,199
| Closed | -$690K | – | 162 |
|
|
2019
Q4 | $690K | Sell |
3,199
-161
| -5% | -$34.7K | 0.62% | 63 |
|
|
2019
Q3 | $647K | Buy |
3,360
+794
| +31% | +$153K | 0.67% | 50 |
|
|
2019
Q2 | $534K | Buy |
+2,566
| New | +$534K | 0.59% | 61 |
|
|
2018
Q4 | – | Sell |
-1,949
| Closed | -$356K | – | 65 |
|
|
2018
Q3 | $356K | Sell |
1,949
-1,258
| -39% | -$230K | 0.57% | 68 |
|
|
2018
Q2 | $503K | Buy |
3,207
+549
| +21% | +$86.1K | 0.69% | 51 |
|
|
2018
Q1 | $416K | Buy |
2,658
+496
| +23% | +$77.6K | 0.69% | 48 |
|
|
2017
Q4 | $372K | Buy |
+2,162
| New | +$372K | 0.72% | 53 |
|