Columbia Advisory Partners’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 | $262K | Buy |
897
+21
| +2% | +$6.14K | 0.2% | 65 |
|
|
2025
Q1 | $274K | Buy |
+876
| New | +$274K | 0.24% | 56 |
|
|
2023
Q4 | – | Sell |
-1,481
| Closed | -$390K | – | 68 |
|
|
2023
Q3 | $390K | Hold |
1,481
| – | – | 0.43% | 38 |
|
|
2023
Q2 | $442K | Sell |
1,481
-24
| -2% | -$7.16K | 0.47% | 32 |
|
|
2023
Q1 | $421K | Hold |
1,505
| – | – | 0.4% | 37 |
|
|
2022
Q4 | $397K | Buy |
+1,505
| New | +$397K | 0.38% | 36 |
|