Dogwood Wealth Management’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 | $26.7K | Buy |
92
+14
| +18% | +$4.07K | 0.01% | 150 |
|
|
2025
Q1 | $24.5K | Buy |
78
+20
| +34% | +$6.28K | 0.01% | 142 |
|
|
2024
Q4 | $16.8K | Hold |
58
| – | – | 0.01% | 162 |
|
|
2024
Q3 | $17.6K | Buy |
58
+1
| +2% | +$303 | 0.01% | 148 |
|
|
2024
Q2 | $14.6K | Hold |
57
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $16.1K | Hold |
57
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $16.8K | Buy |
+57
| New | +$16.8K | 0.01% | 152 |
|