CJM Wealth Advisers’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 | $351K | Buy |
1,202
+1
| +0.1% | +$292 | 0.12% | 51 |
|
|
2025
Q1 | $375K | Sell |
1,201
-5
| -0.4% | -$1.56K | 0.13% | 47 |
|
|
2024
Q4 | $350K | Buy |
1,206
+7
| +0.6% | +$2.03K | 0.12% | 48 |
|
|
2024
Q3 | $365K | Buy |
1,199
+1
| +0.1% | +$304 | 0.13% | 46 |
|
|
2024
Q2 | $299K | Sell |
1,198
-455
| -28% | -$114K | 0.11% | 45 |
|
|
2024
Q1 | $466K | Buy |
1,653
+12
| +0.7% | +$3.38K | 0.18% | 38 |
|
|
2023
Q4 | $487K | Buy |
1,641
+1
| +0.1% | +$297 | 0.21% | 39 |
|
|
2023
Q3 | $432K | Buy |
1,640
+2
| +0.1% | +$527 | 0.21% | 38 |
|
|
2023
Q2 | $489K | Buy |
1,638
+1
| +0.1% | +$298 | 0.25% | 34 |
|
|
2023
Q1 | $458K | Buy |
1,637
+2
| +0.1% | +$559 | 0.26% | 33 |
|
|
2022
Q4 | $431K | Buy |
1,635
+2
| +0.1% | +$527 | 0.27% | 32 |
|
|
2022
Q3 | $377K | Buy |
1,633
+41
| +3% | +$9.46K | 0.27% | 34 |
|
|
2022
Q2 | $393K | Buy |
1,592
+77
| +5% | +$19K | 0.27% | 33 |
|
|
2022
Q1 | $375K | Buy |
1,515
+1
| +0.1% | +$247 | 0.26% | 41 |
|
|
2021
Q4 | $406K | Buy |
+1,514
| New | +$406K | 0.29% | 40 |
|