Conscious Wealth Investments’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 | $554K | Hold |
1,829
| – | – | 0.35% | 41 |
|
|
2025
Q1 | $574K | Hold |
1,829
| – | – | 0.4% | 39 |
|
|
2024
Q4 | $514K | Hold |
1,829
| – | – | 0.35% | 41 |
|
|
2024
Q3 | $546K | Sell |
1,829
-254
| -12% | -$75.8K | 0.38% | 41 |
|
|
2024
Q2 | $529K | Hold |
2,083
| – | – | 0.38% | 41 |
|
|
2024
Q1 | $553K | Sell |
2,083
-75
| -3% | -$19.9K | 0.42% | 42 |
|
|
2023
Q4 | $641K | Buy |
+2,158
| New | +$641K | 0.51% | 40 |
|