Central Valley Advisors’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 | $763K | Sell |
2,610
-101
| -4% | -$29.5K | 0.26% | 68 |
|
|
2025
Q1 | $847K | Sell |
2,711
-999
| -27% | -$312K | 0.32% | 63 |
|
|
2024
Q4 | $1.08M | Buy |
3,710
+3
| +0.1% | +$870 | 0.49% | 53 |
|
|
2024
Q3 | $1.13M | Sell |
3,707
-126
| -3% | -$38.4K | 0.64% | 44 |
|
|
2024
Q2 | $838K | Buy |
3,833
+212
| +6% | +$46.3K | 0.36% | 55 |
|
|
2024
Q1 | $1.02M | Sell |
3,621
-10
| -0.3% | -$2.82K | 0.53% | 55 |
|
|
2023
Q4 | $1.08M | Buy |
+3,631
| New | +$1.08M | 0.63% | 47 |
|