Cornerstone Wealth 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 | $216K | Hold |
738
| – | – | 0.06% | 44 |
|
|
2025
Q1 | $231K | Hold |
738
| – | – | 0.06% | 45 |
|
|
2024
Q4 | $214K | Hold |
738
| – | – | 0.06% | 49 |
|
|
2024
Q3 | $225K | Buy |
+738
| New | +$225K | 0.06% | 48 |
|
|
2024
Q2 | – | Sell |
-738
| Closed | -$208K | – | 50 |
|
|
2024
Q1 | $208K | Hold |
738
| – | – | 0.06% | 43 |
|
|
2023
Q4 | $219K | Buy |
+738
| New | +$219K | 0.07% | 43 |
|
|
2023
Q3 | – | Sell |
-738
| Closed | -$220K | – | 45 |
|
|
2023
Q2 | $220K | Hold |
738
| – | – | 0.08% | 42 |
|
|
2023
Q1 | $206K | Buy |
+738
| New | +$206K | 0.08% | 42 |
|