Castle 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 | $503K | Sell |
1,723
-6
| -0.3% | -$1.75K | 0.18% | 73 |
|
|
2025
Q1 | $540K | Sell |
1,729
-23
| -1% | -$7.18K | 0.21% | 73 |
|
|
2024
Q4 | $508K | Sell |
1,752
-731
| -29% | -$212K | 0.2% | 73 |
|
|
2024
Q3 | $756K | Buy |
2,483
+300
| +14% | +$91.4K | 0.3% | 66 |
|
|
2024
Q2 | $556K | Hold |
2,183
| – | – | 0.27% | 73 |
|
|
2024
Q1 | $616K | Sell |
2,183
-5
| -0.2% | -$1.41K | 0.32% | 72 |
|
|
2023
Q4 | $649K | Buy |
2,188
+4
| +0.2% | +$1.19K | 0.39% | 61 |
|
|
2023
Q3 | $575K | Sell |
2,184
-1
| -0% | -$263 | 0.41% | 57 |
|
|
2023
Q2 | $652K | Sell |
2,185
-351
| -14% | -$105K | 0.45% | 51 |
|
|
2023
Q1 | $709K | Hold |
2,536
| – | – | 0.55% | 45 |
|
|
2022
Q4 | $668K | Buy |
2,536
+1
| +0% | +$263 | 0.42% | 48 |
|
|
2022
Q3 | $585K | Sell |
2,535
-20
| -0.8% | -$4.62K | 0.35% | 47 |
|
|
2022
Q2 | $631K | Buy |
+2,555
| New | +$631K | 0.37% | 48 |
|