Diversified Portfolios Inc’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 | $801K | Buy |
2,742
+155
| +6% | +$45.3K | 0.08% | 93 |
|
|
2025
Q1 | $808K | Sell |
2,587
-104
| -4% | -$32.5K | 0.09% | 86 |
|
|
2024
Q4 | $780K | Sell |
2,691
-318
| -11% | -$92.2K | 0.09% | 89 |
|
|
2024
Q3 | $916K | Sell |
3,009
-487
| -14% | -$148K | 0.1% | 81 |
|
|
2024
Q2 | $891K | Buy |
3,496
+479
| +16% | +$122K | 0.12% | 80 |
|
|
2024
Q1 | $851K | Buy |
3,017
+4
| +0.1% | +$1.13K | 0.12% | 74 |
|
|
2023
Q4 | $893K | Sell |
3,013
-15
| -0.5% | -$4.45K | 0.14% | 71 |
|
|
2023
Q3 | $798K | Buy |
3,028
+201
| +7% | +$52.9K | 0.15% | 67 |
|
|
2023
Q2 | $844K | Sell |
2,827
-951
| -25% | -$284K | 0.17% | 66 |
|
|
2023
Q1 | $1.06M | Buy |
3,778
+49
| +1% | +$13.7K | 0.24% | 60 |
|
|
2022
Q4 | $983K | Buy |
3,729
+6
| +0.2% | +$1.58K | 0.23% | 61 |
|
|
2022
Q3 | $859K | Buy |
3,723
+1,449
| +64% | +$334K | 0.23% | 56 |
|
|
2022
Q2 | $561K | Buy |
2,274
+492
| +28% | +$121K | 0.16% | 68 |
|
|
2022
Q1 | $441K | Sell |
1,782
-160
| -8% | -$39.6K | 0.11% | 94 |
|
|
2021
Q4 | $521K | Buy |
1,942
+129
| +7% | +$34.6K | 0.13% | 86 |
|
|
2021
Q3 | $437K | Sell |
1,813
-66
| -4% | -$15.9K | 0.12% | 78 |
|
|
2021
Q2 | $434K | Buy |
1,879
+454
| +32% | +$105K | 0.16% | 69 |
|
|
2021
Q1 | $319K | Sell |
1,425
-35
| -2% | -$7.84K | 0.1% | 78 |
|
|
2020
Q4 | $313K | Buy |
+1,460
| New | +$313K | 0.11% | 73 |
|