CWS Financial 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 | $2.23M | Sell |
7,627
-108
| -1% | -$31.6K | 0.65% | 23 |
|
|
2025
Q1 | $2.42M | Buy |
7,735
+2
| +0% | +$625 | 0.76% | 21 |
|
|
2024
Q4 | $2.24M | Buy |
7,733
+2
| +0% | +$580 | 0.73% | 22 |
|
|
2024
Q3 | $2.35M | Buy |
7,731
+54
| +0.7% | +$16.4K | 0.83% | 17 |
|
|
2024
Q2 | $1.96M | Buy |
7,677
+2,343
| +44% | +$597K | 0.77% | 17 |
|
|
2024
Q1 | $1.5M | Sell |
5,334
-3,199
| -37% | -$902K | 0.62% | 21 |
|
|
2023
Q4 | $2.53M | Sell |
8,533
-189
| -2% | -$56K | 0.95% | 14 |
|
|
2023
Q3 | $2.3M | Sell |
8,722
-97
| -1% | -$25.6K | 0.92% | 15 |
|
|
2023
Q2 | $2.63M | Buy |
8,819
+684
| +8% | +$204K | 1% | 12 |
|
|
2023
Q1 | $2.27M | Sell |
8,135
-3,479
| -30% | -$973K | 0.9% | 16 |
|
|
2022
Q4 | $2.6M | Buy |
11,614
+272
| +2% | +$61K | 1.12% | 8 |
|
|
2022
Q3 | $2.62M | Sell |
11,342
-33
| -0.3% | -$7.61K | 1.25% | 12 |
|
|
2022
Q2 | $2.81M | Sell |
11,375
-365
| -3% | -$90.1K | 1.28% | 11 |
|
|
2022
Q1 | $2.9M | Sell |
11,740
-15
| -0.1% | -$3.71K | 1.1% | 10 |
|
|
2021
Q4 | $3.15M | Buy |
+11,755
| New | +$3.15M | 1.11% | 10 |
|
|
2021
Q2 | $2.7M | Buy |
11,690
+76
| +0.7% | +$17.6K | 1.08% | 8 |
|
|
2021
Q1 | $2.6M | Buy |
11,614
+37
| +0.3% | +$8.29K | 1.12% | 8 |
|
|
2020
Q4 | $2.48M | Buy |
11,577
+7
| +0.1% | +$1.5K | 1.44% | 5 |
|
|
2020
Q3 | $2.54M | Sell |
11,570
-169
| -1% | -$37.1K | 1.69% | 5 |
|
|
2020
Q2 | $2.17M | Buy |
11,739
+3,657
| +45% | +$674K | 1.56% | 5 |
|
|
2020
Q1 | $1.6M | Hold |
8,082
| – | – | 1.18% | 8 |
|
|
2019
Q4 | $1.6M | Buy |
+8,082
| New | +$1.6M | 1.16% | 9 |
|