Clarity Wealth 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 | $221K | Buy |
758
+28
| +4% | +$8.18K | 0.05% | 93 |
|
|
2025
Q1 | $228K | Buy |
730
+2
| +0.3% | +$624 | 0.06% | 90 |
|
|
2024
Q4 | $211K | Sell |
728
-15
| -2% | -$4.35K | 0.06% | 93 |
|
|
2024
Q3 | $226K | Buy |
+743
| New | +$226K | 0.07% | 90 |
|
|
2024
Q2 | – | Sell |
-736
| Closed | -$207K | – | 88 |
|
|
2024
Q1 | $207K | Sell |
736
-10
| -1% | -$2.82K | 0.07% | 83 |
|
|
2023
Q4 | $221K | Buy |
+746
| New | +$221K | 0.08% | 82 |
|
|
2023
Q3 | – | Sell |
-745
| Closed | -$222K | – | 73 |
|
|
2023
Q2 | $222K | Buy |
+745
| New | +$222K | 0.1% | 71 |
|
|
2022
Q3 | – | Sell |
-847
| Closed | -$209K | – | 67 |
|
|
2022
Q2 | $209K | Buy |
+847
| New | +$209K | 0.12% | 66 |
|