Compass Financial Services’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
$138K Sell
471
-15
-3% -$4.38K 0.07% 58
2025
Q1
$152K Buy
486
+20
+4% +$6.25K 0.08% 50
2024
Q4
$135K Buy
+466
New +$135K 0.08% 44