Conservest Capital Advisors’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 | $241K | Sell |
825
-134
| -14% | -$39.2K | 0.02% | 112 |
|
|
2025
Q1 | $300K | Buy |
959
+2
| +0.2% | +$625 | 0.03% | 90 |
|
|
2024
Q4 | $278K | Sell |
957
-119
| -11% | -$34.5K | 0.03% | 94 |
|
|
2024
Q3 | $303K | Hold |
1,076
| – | – | 0.03% | 84 |
|
|
2024
Q2 | $303K | Hold |
1,076
| – | – | 0.03% | 83 |
|
|
2024
Q1 | $303K | Buy |
1,076
+2
| +0.2% | +$564 | 0.03% | 84 |
|
|
2023
Q4 | $318K | Buy |
1,074
+2
| +0.2% | +$593 | 0.03% | 86 |
|
|
2023
Q3 | $282K | Sell |
1,072
-32
| -3% | -$8.43K | 0.03% | 80 |
|
|
2023
Q2 | $329K | Buy |
1,104
+33
| +3% | +$9.85K | 0.04% | 77 |
|
|
2023
Q1 | $300K | Buy |
1,071
+208
| +24% | +$58.2K | 0.04% | 78 |
|
|
2022
Q4 | $228K | Buy |
+863
| New | +$228K | 0.03% | 81 |
|
|
2022
Q3 | – | Sell |
-935
| Closed | -$231K | – | 77 |
|
|
2022
Q2 | $231K | Buy |
935
+2
| +0.2% | +$494 | 0.03% | 80 |
|
|
2022
Q1 | $231K | Buy |
933
+2
| +0.2% | +$495 | 0.03% | 80 |
|
|
2021
Q4 | $250K | Buy |
931
+2
| +0.2% | +$537 | 0.03% | 82 |
|
|
2021
Q3 | $224K | Buy |
929
+2
| +0.2% | +$482 | 0.03% | 76 |
|
|
2021
Q2 | $214K | Buy |
927
+1
| +0.1% | +$231 | 0.02% | 78 |
|
|
2021
Q1 | $207K | Buy |
+926
| New | +$207K | 0.02% | 77 |
|
|
2020
Q4 | – | Sell |
-922
| Closed | -$202K | – | 78 |
|
|
2020
Q3 | $202K | Buy |
+922
| New | +$202K | 0.03% | 73 |
|
|
2020
Q1 | – | Sell |
-1,104
| Closed | -$218K | – | 75 |
|
|
2019
Q4 | $218K | Buy |
1,104
+2
| +0.2% | +$395 | 0.03% | 77 |
|
|
2019
Q3 | $237K | Sell |
1,102
-166
| -13% | -$35.7K | 0.03% | 73 |
|
|
2019
Q2 | $263K | Sell |
1,268
-95
| -7% | -$19.7K | 0.04% | 73 |
|
|
2019
Q1 | $259K | Buy |
1,363
+109
| +9% | +$20.7K | 0.04% | 73 |
|
|
2018
Q4 | $223K | Buy |
+1,254
| New | +$223K | 0.04% | 75 |
|
|
2018
Q1 | – | Sell |
-1,185
| Closed | -$204K | – | 79 |
|
|
2017
Q4 | $204K | Buy |
+1,185
| New | +$204K | 0.04% | 80 |
|