Convergence Financial’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	$417K	Hold	1,429	–	–	0.07%	126
2025 Q1	$446K	Sell	1,429 -120	-8%	-$37.5K	0.09%	104
2024 Q4	$449K	Sell	1,549 -44	-3%	-$12.8K	0.09%	97
2024 Q3	$485K	Sell	1,593 -474	-23%	-$144K	0.1%	91
2024 Q2	$527K	Buy	+2,067	New	+$527K	0.14%	86