CreativeOne Wealth’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 | $3.64M | Buy |
12,454
+1,548
| +14% | +$452K | 0.1% | 199 |
|
|
2025
Q1 | $3.41M | Buy |
10,906
+962
| +10% | +$301K | 0.1% | 192 |
|
|
2024
Q4 | $2.88M | Sell |
9,944
-430
| -4% | -$125K | 0.09% | 215 |
|
|
2024
Q3 | $3.16M | Buy |
10,374
+68
| +0.7% | +$20.7K | 0.11% | 183 |
|
|
2024
Q2 | $2.63M | Sell |
10,306
-1,847
| -15% | -$471K | 0.13% | 149 |
|
|
2024
Q1 | $3.43M | Buy |
12,153
+1,730
| +17% | +$488K | 0.14% | 138 |
|
|
2023
Q4 | $3.09M | Sell |
10,423
-476
| -4% | -$141K | 0.2% | 101 |
|
|
2023
Q3 | $2.87M | Buy |
10,899
+670
| +7% | +$176K | 0.21% | 99 |
|
|
2023
Q2 | $3.05M | Sell |
10,229
-8,333
| -45% | -$2.49M | 0.14% | 125 |
|
|
2023
Q1 | $5.19M | Buy |
18,562
+1,809
| +11% | +$506K | 0.26% | 78 |
|
|
2022
Q4 | $4.42M | Sell |
16,753
-457
| -3% | -$120K | 0.24% | 86 |
|
|
2022
Q3 | $3.97M | Buy |
17,210
+3,249
| +23% | +$750K | 0.24% | 84 |
|
|
2022
Q2 | $3.45M | Buy |
13,961
+6,375
| +84% | +$1.57M | 0.19% | 86 |
|
|
2022
Q1 | $1.88M | Buy |
7,586
+1,976
| +35% | +$489K | 0.1% | 174 |
|
|
2021
Q4 | $1.5M | Sell |
5,610
-190
| -3% | -$50.9K | 0.07% | 225 |
|
|
2021
Q3 | $1.4M | Buy |
5,800
+414
| +8% | +$99.8K | 0.08% | 214 |
|
|
2021
Q2 | $1.24M | Buy |
5,386
+1,072
| +25% | +$248K | 0.08% | 215 |
|
|
2021
Q1 | $967K | Sell |
4,314
-3,232
| -43% | -$724K | 0.07% | 207 |
|
|
2020
Q4 | $1.62M | Buy |
7,546
+6,231
| +474% | +$1.34M | 0.13% | 121 |
|
|
2020
Q3 | $289K | Sell |
1,315
-239
| -15% | -$52.5K | 0.04% | 213 |
|
|
2020
Q2 | $287K | Sell |
1,554
-768
| -33% | -$142K | 0.04% | 197 |
|
|
2020
Q1 | $384K | Buy |
2,322
+14
| +0.6% | +$2.32K | 0.07% | 125 |
|
|
2019
Q4 | $456K | Buy |
2,308
+231
| +11% | +$45.6K | 0.08% | 114 |
|
|
2019
Q3 | $446K | Buy |
2,077
+375
| +22% | +$80.5K | 0.09% | 99 |
|
|
2019
Q2 | $354K | Buy |
1,702
+157
| +10% | +$32.7K | 0.07% | 111 |
|
|
2019
Q1 | $293K | Buy |
1,545
+234
| +18% | +$44.4K | 0.08% | 101 |
|
|
2018
Q4 | $233K | Buy |
+1,311
| New | +$233K | 0.08% | 96 |
|