Connecticut Wealth Management’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 | $1.62M | Sell |
5,542
-146
| -3% | -$42.7K | 0.08% | 112 |
|
|
2025
Q1 | $1.78M | Buy |
5,688
+176
| +3% | +$55K | 0.09% | 105 |
|
|
2024
Q4 | $1.6M | Sell |
5,512
-170
| -3% | -$49.3K | 0.08% | 96 |
|
|
2024
Q3 | $1.73M | Buy |
5,682
+282
| +5% | +$85.9K | 0.08% | 110 |
|
|
2024
Q2 | $1.38M | Buy |
5,400
+964
| +22% | +$246K | 0.07% | 122 |
|
|
2024
Q1 | $1.25M | Buy |
4,436
+20
| +0.5% | +$5.64K | 0.07% | 125 |
|
|
2023
Q4 | $1.31M | Buy |
4,416
+94
| +2% | +$27.9K | 0.08% | 119 |
|
|
2023
Q3 | $1.14M | Buy |
4,322
+1,571
| +57% | +$414K | 0.08% | 106 |
|
|
2023
Q2 | $821K | Buy |
2,751
+542
| +25% | +$162K | 0.06% | 110 |
|
|
2023
Q1 | $618K | Buy |
2,209
+561
| +34% | +$157K | 0.05% | 122 |
|
|
2022
Q4 | $434K | Buy |
1,648
+74
| +5% | +$19.5K | 0.04% | 121 |
|
|
2022
Q3 | $363K | Sell |
1,574
-272
| -15% | -$62.7K | 0.03% | 130 |
|
|
2022
Q2 | $456K | Buy |
1,846
+121
| +7% | +$29.9K | 0.04% | 124 |
|
|
2022
Q1 | $427K | Sell |
1,725
-44
| -2% | -$10.9K | 0.03% | 129 |
|
|
2021
Q4 | $474K | Buy |
1,769
+327
| +23% | +$87.6K | 0.04% | 123 |
|
|
2021
Q3 | $348K | Buy |
1,442
+46
| +3% | +$11.1K | 0.03% | 143 |
|
|
2021
Q2 | $322K | Sell |
1,396
-2,216
| -61% | -$511K | 0.03% | 142 |
|
|
2021
Q1 | $810K | Buy |
3,612
+41
| +1% | +$9.19K | 0.07% | 77 |
|
|
2020
Q4 | $766K | Buy |
3,571
+434
| +14% | +$93.1K | 0.08% | 91 |
|
|
2020
Q3 | $688K | Buy |
+3,137
| New | +$688K | 0.08% | 103 |
|
|
2019
Q4 | – | Sell |
-1,096
| Closed | -$235K | – | 160 |
|
|
2019
Q3 | $235K | Buy |
1,096
+1
| +0.1% | +$214 | 0.03% | 143 |
|
|
2019
Q2 | $227K | Buy |
+1,095
| New | +$227K | 0.03% | 138 |
|