Cyndeo Wealth Partners’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 | $7.98M | Buy |
27,314
+1,357
| +5% | +$396K | 0.47% | 64 |
|
|
2025
Q1 | $8.11M | Sell |
25,957
-420
| -2% | -$131K | 0.53% | 55 |
|
|
2024
Q4 | $7.65M | Buy |
26,377
+296
| +1% | +$85.8K | 0.52% | 60 |
|
|
2024
Q3 | $7.94M | Buy |
26,081
+1,200
| +5% | +$365K | 0.55% | 51 |
|
|
2024
Q2 | $6.34M | Buy |
24,881
+1,883
| +8% | +$480K | 0.5% | 57 |
|
|
2024
Q1 | $6.48M | Sell |
22,998
-272
| -1% | -$76.7K | 0.54% | 51 |
|
|
2023
Q4 | $6.9M | Buy |
23,270
+4,922
| +27% | +$1.46M | 0.64% | 39 |
|
|
2023
Q3 | $4.83M | Buy |
18,348
+1,063
| +6% | +$280K | 0.5% | 59 |
|
|
2023
Q2 | $5.16M | Sell |
17,285
-4,851
| -22% | -$1.45M | 0.54% | 55 |
|
|
2023
Q1 | $6.19M | Buy |
22,136
+1,941
| +10% | +$543K | 0.67% | 42 |
|
|
2022
Q4 | $5.32M | Buy |
+20,195
| New | +$5.32M | 0.63% | 49 |
|