Circle 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 | $855K | Buy |
2,925
+175
| +6% | +$51.1K | 0.02% | 126 |
|
|
2025
Q1 | $859K | Sell |
2,750
-213
| -7% | -$66.5K | 0.02% | 122 |
|
|
2024
Q4 | $859K | Buy |
2,963
+7
| +0.2% | +$2.03K | 0.02% | 128 |
|
|
2024
Q3 | $900K | Sell |
2,956
-170
| -5% | -$51.8K | 0.02% | 123 |
|
|
2024
Q2 | $797K | Sell |
3,126
-361
| -10% | -$92K | 0.02% | 119 |
|
|
2024
Q1 | $983K | Sell |
3,487
-70
| -2% | -$19.7K | 0.02% | 96 |
|
|
2023
Q4 | $1.05M | Sell |
3,557
-21
| -0.6% | -$6.23K | 0.03% | 82 |
|
|
2023
Q3 | $942K | Buy |
3,578
+40
| +1% | +$10.5K | 0.02% | 88 |
|
|
2023
Q2 | $1.06M | Buy |
3,538
+8
| +0.2% | +$2.39K | 0.14% | 50 |
|
|
2023
Q1 | $987K | Buy |
3,530
+210
| +6% | +$58.7K | 0.14% | 51 |
|
|
2022
Q4 | $875K | Buy |
3,320
+61
| +2% | +$16.1K | 0.14% | 57 |
|
|
2022
Q3 | $752K | Sell |
3,259
-69
| -2% | -$15.9K | 0.12% | 61 |
|
|
2022
Q2 | $822K | Buy |
3,328
+10
| +0.3% | +$2.47K | 0.13% | 62 |
|
|
2022
Q1 | $820K | Buy |
3,318
+7
| +0.2% | +$1.73K | 0.11% | 82 |
|
|
2021
Q4 | $887K | Sell |
3,311
-605
| -15% | -$162K | 0.12% | 75 |
|
|
2021
Q3 | $944K | Buy |
3,916
+11
| +0.3% | +$2.65K | 0.14% | 66 |
|
|
2021
Q2 | $902K | Buy |
3,905
+27
| +0.7% | +$6.24K | 0.13% | 81 |
|
|
2021
Q1 | $869K | Buy |
3,878
+15
| +0.4% | +$3.36K | 0.14% | 73 |
|
|
2020
Q4 | $829K | Buy |
3,863
+20
| +0.5% | +$4.29K | 0.12% | 97 |
|
|
2020
Q3 | $844K | Buy |
3,843
+19
| +0.5% | +$4.17K | 0.14% | 74 |
|
|
2020
Q2 | $705K | Buy |
3,824
+73
| +2% | +$13.5K | 0.12% | 84 |
|
|
2020
Q1 | $620K | Sell |
3,751
-152
| -4% | -$25.1K | 0.12% | 87 |
|
|
2019
Q4 | $771K | Buy |
3,903
+336
| +9% | +$66.4K | 0.13% | 78 |
|
|
2019
Q3 | $766K | Buy |
3,567
+17
| +0.5% | +$3.65K | 0.16% | 76 |
|
|
2019
Q2 | $737K | Buy |
3,550
+427
| +14% | +$88.6K | 0.16% | 77 |
|
|
2019
Q1 | $593K | Buy |
3,123
+53
| +2% | +$10.1K | 0.13% | 91 |
|
|
2018
Q4 | $545K | Sell |
3,070
-5
| -0.2% | -$888 | 0.2% | 39 |
|
|
2018
Q3 | $514K | Sell |
3,075
-23
| -0.7% | -$3.85K | 0.16% | 51 |
|
|
2018
Q2 | $485K | Sell |
3,098
-2
| -0.1% | -$313 | 0.16% | 54 |
|
|
2018
Q1 | $485K | Sell |
3,100
-78
| -2% | -$12.2K | 0.17% | 53 |
|
|
2017
Q4 | $547K | Buy |
3,178
+61
| +2% | +$10.5K | 0.21% | 47 |
|
|
2017
Q3 | $488K | Buy |
3,117
+97
| +3% | +$15.2K | 0.2% | 46 |
|
|
2017
Q2 | $463K | Buy |
3,020
+164
| +6% | +$25.1K | 0.21% | 46 |
|
|
2017
Q1 | $370K | Buy |
2,856
+21
| +0.7% | +$2.72K | 0.18% | 44 |
|
|
2016
Q4 | $345K | Buy |
+2,835
| New | +$345K | 0.18% | 45 |
|