Catalyst Financial Partners’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 | $1.08M | Sell |
3,710
-19
| -0.5% | -$5.55K | 0.12% | 73 |
|
2025
Q1 | $1.16M | Buy |
3,729
+181
| +5% | +$56.5K | 0.21% | 55 |
|
2024
Q4 | $1.03M | Buy |
3,548
+233
| +7% | +$67.5K | 0.19% | 62 |
|
2024
Q3 | $1.01M | Buy |
3,315
+316
| +11% | +$96.2K | 0.2% | 67 |
|
2024
Q2 | $764K | Sell |
2,999
-138
| -4% | -$35.2K | 0.17% | 78 |
|
2024
Q1 | $847K | Buy |
3,137
+77
| +3% | +$20.8K | 0.22% | 65 |
|
2023
Q4 | $907K | Sell |
3,060
-80
| -3% | -$23.7K | 0.26% | 51 |
|
2023
Q3 | $827K | Buy |
3,140
+209
| +7% | +$55.1K | 0.27% | 52 |
|
2023
Q2 | $875K | Buy |
2,931
+359
| +14% | +$107K | 0.31% | 46 |
|
2023
Q1 | $719K | Buy |
2,572
+451
| +21% | +$126K | 0.31% | 52 |
|
2022
Q4 | $559K | Buy |
+2,121
| New | +$559K | 0.29% | 55 |
|