Concord Wealth 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 | $2.14M | Buy |
7,310
+134
| +2% | +$39.2K | 0.31% | 80 |
|
|
2025
Q1 | $2.24M | Sell |
7,176
-1,349
| -16% | -$421K | 0.37% | 67 |
|
|
2024
Q4 | $2.47M | Buy |
8,525
+79
| +0.9% | +$22.9K | 0.4% | 60 |
|
|
2024
Q3 | $2.57M | Buy |
8,446
+65
| +0.8% | +$19.8K | 0.43% | 56 |
|
|
2024
Q2 | $2.14M | Buy |
8,381
+606
| +8% | +$154K | 0.38% | 61 |
|
|
2024
Q1 | $2.19M | Buy |
7,775
+1,518
| +24% | +$428K | 0.39% | 61 |
|
|
2023
Q4 | $1.86M | Buy |
6,257
+1,323
| +27% | +$392K | 0.37% | 59 |
|
|
2023
Q3 | $1.3M | Buy |
4,934
+312
| +7% | +$82.2K | 0.28% | 65 |
|
|
2023
Q2 | $1.38M | Buy |
4,622
+1,454
| +46% | +$434K | 0.3% | 55 |
|
|
2023
Q1 | $886K | Buy |
3,168
+712
| +29% | +$199K | 0.25% | 53 |
|
|
2022
Q4 | $647K | Sell |
2,456
-1,010
| -29% | -$266K | 0.19% | 73 |
|
|
2022
Q3 | $800K | Sell |
3,466
-212
| -6% | -$48.9K | 0.25% | 61 |
|
|
2022
Q2 | $908K | Sell |
3,678
-144
| -4% | -$35.6K | 0.25% | 58 |
|
|
2022
Q1 | $945K | Buy |
3,822
+271
| +8% | +$67K | 0.24% | 53 |
|
|
2021
Q4 | $952K | Buy |
3,551
+1,853
| +109% | +$497K | 0.23% | 52 |
|
|
2021
Q3 | $409K | Sell |
1,698
-1,449
| -46% | -$349K | 0.17% | 44 |
|
|
2021
Q2 | $727K | Buy |
3,147
+220
| +8% | +$50.8K | 0.21% | 47 |
|
|
2021
Q1 | $656K | Buy |
2,927
+1,134
| +63% | +$254K | 0.22% | 46 |
|
|
2020
Q4 | $385K | Buy |
+1,793
| New | +$385K | 0.3% | 40 |
|