Crescent Sterling’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 | – | Sell |
-1,163
| Closed | -$363K | – | 75 |
|
|
2025
Q1 | $363K | Hold |
1,163
| – | – | 0.37% | 61 |
|
|
2024
Q4 | $337K | Hold |
1,163
| – | – | 0.35% | 63 |
|
|
2024
Q3 | $354K | Hold |
1,163
| – | – | 0.34% | 63 |
|
|
2024
Q2 | $296K | Hold |
1,163
| – | – | 0.28% | 70 |
|
|
2024
Q1 | $328K | Hold |
1,163
| – | – | 0.3% | 66 |
|
|
2023
Q4 | $345K | Hold |
1,163
| – | – | 0.34% | 62 |
|
|
2023
Q3 | $306K | Sell |
1,163
-165
| -12% | -$43.5K | 0.32% | 62 |
|
|
2023
Q2 | $396K | Buy |
1,328
+100
| +8% | +$29.8K | 0.38% | 57 |
|
|
2023
Q1 | $343K | Buy |
1,228
+165
| +16% | +$46.1K | 0.33% | 59 |
|
|
2022
Q4 | $280K | Buy |
+1,063
| New | +$280K | 0.3% | 57 |
|