Daymark 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 | $9.02M | Sell |
30,871
-1,008
| -3% | -$295K | 0.34% | 59 |
|
2025
Q1 | $9.96M | Sell |
31,879
-103,338
| -76% | -$32.3M | 0.43% | 51 |
|
2024
Q4 | $8.86M | Sell |
135,217
-1,726
| -1% | -$113K | 0.37% | 58 |
|
2024
Q3 | $9.83M | Sell |
136,943
-900
| -0.7% | -$64.6K | 0.42% | 55 |
|
2024
Q2 | $8.47M | Sell |
137,843
-4,758
| -3% | -$293K | 0.39% | 56 |
|
2024
Q1 | $10.7M | Buy |
142,601
+257
| +0.2% | +$19.3K | 0.58% | 46 |
|
2023
Q4 | $11.2M | Buy |
142,344
+294
| +0.2% | +$23.1K | 0.69% | 36 |
|
2023
Q3 | $9.87M | Buy |
142,050
+105,249
| +286% | +$7.31M | 0.68% | 36 |
|
2023
Q2 | $11M | Buy |
36,801
+18,058
| +96% | +$5.39M | 0.82% | 31 |
|
2023
Q1 | $5.24M | Buy |
18,743
+9,077
| +94% | +$2.54M | 0.7% | 30 |
|
2022
Q4 | $2.55M | Buy |
+9,666
| New | +$2.55M | 0.45% | 52 |
|