CIC Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $7.23M | Buy |
23,731
+108
| +0.5% | +$32.9K | 1.87% | 11 |
|
2024
Q2 | $6.02M | Sell |
23,623
-8
| -0% | -$2.04K | 1.66% | 14 |
|
2024
Q1 | $6.66M | Sell |
23,631
-222
| -0.9% | -$62.6K | 1.94% | 12 |
|
2023
Q4 | $7.07M | Buy |
23,853
+81
| +0.3% | +$24K | 2.24% | 8 |
|
2023
Q3 | $6.26M | Sell |
23,772
-66
| -0.3% | -$17.4K | 2.24% | 8 |
|
2023
Q2 | $7.11M | Sell |
23,838
-377
| -2% | -$113K | 2.46% | 8 |
|
2023
Q1 | $6.77M | Buy |
24,215
+53
| +0.2% | +$14.8K | 2.55% | 7 |
|
2022
Q4 | $6.37M | Buy |
+24,162
| New | +$6.37M | 2.63% | 7 |
|