Dynasty 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 | $751K | Buy |
2,570
+117
| +5% | +$34.2K | 0.01% | 153 |
|
|
2025
Q1 | $766K | Sell |
2,453
-8
| -0.3% | -$2.5K | 0.01% | 169 |
|
|
2024
Q4 | $713K | Buy |
2,461
+182
| +8% | +$52.8K | 0.01% | 175 |
|
|
2024
Q3 | $694K | Buy |
2,279
+47
| +2% | +$14.3K | 0.02% | 160 |
|
|
2024
Q2 | $569K | Buy |
2,232
+553
| +33% | +$141K | 0.02% | 177 |
|
|
2024
Q1 | $473K | Buy |
+1,679
| New | +$473K | 0.02% | 192 |
|
|
2018
Q4 | – | Sell |
-1,626
| Closed | -$272K | – | 60 |
|
|
2018
Q3 | $272K | Buy |
+1,626
| New | +$272K | 0.35% | 81 |
|