Centurion 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 | $501K | Buy |
1,715
+89
| +5% | +$26K | 0.14% | 124 |
|
|
2025
Q1 | $471K | Hold |
1,626
| – | – | 0.15% | 110 |
|
|
2024
Q4 | $471K | Sell |
1,626
-22
| -1% | -$6.38K | 0.15% | 110 |
|
|
2024
Q3 | $502K | Buy |
+1,648
| New | +$502K | 0.16% | 100 |
|
|
2024
Q1 | $498K | Sell |
1,766
-61
| -3% | -$17.2K | 0.2% | 88 |
|
|
2023
Q4 | $542K | Sell |
1,827
-44
| -2% | -$13K | 0.23% | 74 |
|
|
2023
Q3 | $493K | Hold |
1,871
| – | – | 0.24% | 72 |
|
|
2023
Q2 | $558K | Buy |
1,871
+23
| +1% | +$6.86K | 0.27% | 65 |
|
|
2023
Q1 | $517K | Sell |
1,848
-107
| -5% | -$29.9K | 0.26% | 70 |
|
|
2022
Q4 | $515K | Buy |
+1,955
| New | +$515K | 0.29% | 69 |
|