Curi Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,177
| Closed | -$349K | – | 85 |
|
|
2023
Q4 | $349K | Sell |
1,177
-7
| -0.6% | -$2.08K | 0.05% | 108 |
|
|
2023
Q3 | $312K | Sell |
1,184
-158
| -12% | -$41.6K | 0.05% | 111 |
|
|
2023
Q2 | $400K | Sell |
1,342
-62
| -4% | -$18.5K | 0.05% | 106 |
|
|
2023
Q1 | $393K | Sell |
1,404
-230
| -14% | -$64.3K | 0.06% | 103 |
|
|
2022
Q4 | $431K | Buy |
1,634
+321
| +24% | +$84.6K | 0.06% | 119 |
|
|
2022
Q3 | $303K | Buy |
1,313
+852
| +185% | +$197K | 0.05% | 134 |
|
|
2022
Q2 | $114K | Buy |
461
+210
| +84% | +$51.9K | 0.02% | 162 |
|
|
2022
Q1 | $62K | Buy |
251
+3
| +1% | +$741 | 0.01% | 196 |
|
|
2021
Q4 | $66K | Buy |
+248
| New | +$66K | 0.01% | 171 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$12K | – | 323 |
|
|
2020
Q4 | $12K | Buy |
+58
| New | +$12K | 0.01% | 230 |
|