Delos Wealth 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 | $291K | Hold |
995
| – | – | 0.23% | 47 |
|
|
2025
Q1 | $311K | Buy |
995
+679
| +215% | +$212K | 0.25% | 48 |
|
|
2024
Q4 | $91.6K | Buy |
316
+16
| +5% | +$4.64K | 0.07% | 62 |
|
|
2024
Q3 | $91.4K | Sell |
300
-25
| -8% | -$7.61K | 0.08% | 70 |
|
|
2024
Q2 | $82.8K | Buy |
325
+300
| +1,200% | +$76.5K | 0.08% | 70 |
|
|
2024
Q1 | $7.05K | Buy |
+25
| New | +$7.05K | 0.01% | 136 |
|
|
2023
Q4 | – | Sell |
-123
| Closed | -$34.6K | – | 367 |
|
|
2023
Q3 | $34.6K | Hold |
123
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $36.7K | Hold |
123
| – | – | 0.05% | 74 |
|
|
2023
Q1 | $34.4K | Hold |
123
| – | – | 0.04% | 70 |
|
|
2022
Q4 | $32.4K | Hold |
123
| – | – | 0.05% | 74 |
|
|
2022
Q3 | $28K | Hold |
123
| – | – | 0.03% | 71 |
|
|
2022
Q2 | $30K | Sell |
123
-124
| -50% | -$30.2K | 0.03% | 70 |
|
|
2022
Q1 | $61K | Sell |
247
-37
| -13% | -$9.14K | 0.06% | 69 |
|
|
2021
Q4 | $76K | Buy |
284
+160
| +129% | +$42.8K | 0.07% | 55 |
|
|
2021
Q3 | $30K | Buy |
+124
| New | +$30K | 0.03% | 62 |
|