Eads & Heald 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 | $2.12M | Sell |
7,250
-91
| -1% | -$26.6K | 1.05% | 33 |
|
|
2025
Q1 | $2.29M | Sell |
7,341
-125
| -2% | -$39K | 1.16% | 26 |
|
|
2024
Q4 | $2.16M | Sell |
7,466
-35
| -0.5% | -$10.1K | 1.06% | 33 |
|
|
2024
Q3 | $2.28M | Sell |
7,501
-406
| -5% | -$124K | 1.08% | 33 |
|
|
2024
Q2 | $2.02M | Sell |
7,907
-156
| -2% | -$39.8K | 0.97% | 44 |
|
|
2024
Q1 | $2.27M | Sell |
8,063
-566
| -7% | -$160K | 1.06% | 35 |
|
|
2023
Q4 | $2.56M | Sell |
8,629
-2
| -0% | -$593 | 1.23% | 25 |
|
|
2023
Q3 | $2.27M | Sell |
8,631
-114
| -1% | -$30K | 1.19% | 29 |
|
|
2023
Q2 | $2.61M | Sell |
8,745
-634
| -7% | -$189K | 1.28% | 20 |
|
|
2023
Q1 | $2.62M | Sell |
9,379
-123
| -1% | -$34.4K | 1.3% | 19 |
|
|
2022
Q4 | $2.5M | Sell |
9,502
-161
| -2% | -$42.4K | 1.27% | 24 |
|
|
2022
Q3 | $2.23M | Sell |
9,663
-96
| -1% | -$22.2K | 1.26% | 23 |
|
|
2022
Q2 | $2.41M | Sell |
9,759
-57
| -0.6% | -$14.1K | 1.3% | 13 |
|
|
2022
Q1 | $2.43M | Sell |
9,816
-89
| -0.9% | -$22K | 1.12% | 31 |
|
|
2021
Q4 | $2.66M | Sell |
9,905
-34
| -0.3% | -$9.11K | 1.15% | 27 |
|
|
2021
Q3 | $2.4M | Buy |
9,939
+20
| +0.2% | +$4.82K | 1.16% | 28 |
|
|
2021
Q2 | $2.29M | Sell |
9,919
-20
| -0.2% | -$4.62K | 1.12% | 32 |
|
|
2021
Q1 | $2.23M | Buy |
9,939
+103
| +1% | +$23.1K | 1.14% | 30 |
|
|
2020
Q4 | $2.11M | Buy |
9,836
+71
| +0.7% | +$15.2K | 1.14% | 35 |
|
|
2020
Q3 | $2.14M | Sell |
9,765
-1,152
| -11% | -$253K | 1.28% | 24 |
|
|
2020
Q2 | $2.01M | Buy |
10,917
+310
| +3% | +$57.2K | 1.22% | 28 |
|
|
2020
Q1 | $1.75M | Sell |
10,607
-589
| -5% | -$97.4K | 1.24% | 30 |
|
|
2019
Q4 | $2.21M | Buy |
11,196
+55
| +0.5% | +$10.9K | 1.17% | 30 |
|
|
2019
Q3 | $2.39M | Sell |
11,141
-173
| -2% | -$37.1K | 1.34% | 20 |
|
|
2019
Q2 | $2.35M | Sell |
11,314
-270
| -2% | -$56.1K | 1.33% | 19 |
|
|
2019
Q1 | $2.2M | Sell |
11,584
-61
| -0.5% | -$11.6K | 1.27% | 25 |
|
|
2018
Q4 | $2.07M | Sell |
11,645
-431
| -4% | -$76.5K | 1.38% | 17 |
|
|
2018
Q3 | $2.02M | Buy |
12,076
+1,740
| +17% | +$291K | 1.16% | 36 |
|
|
2018
Q2 | $1.62M | Buy |
10,336
+2,533
| +32% | +$397K | 1% | 45 |
|
|
2018
Q1 | $1.22M | Sell |
7,803
-352
| -4% | -$55K | 0.77% | 65 |
|
|
2017
Q4 | $1.4M | Sell |
8,155
-146
| -2% | -$25.1K | 0.83% | 57 |
|
|
2017
Q3 | $1.3M | Sell |
8,301
-89
| -1% | -$13.9K | 0.81% | 62 |
|
|
2017
Q2 | $1.29M | Sell |
8,390
-908
| -10% | -$139K | 0.82% | 60 |
|
|
2017
Q1 | $1.21M | Sell |
9,298
-126
| -1% | -$16.3K | 0.78% | 67 |
|
|
2016
Q4 | $1.15M | Sell |
9,424
-25
| -0.3% | -$3.04K | 0.78% | 66 |
|
|
2016
Q3 | $1.09M | Sell |
9,449
-219
| -2% | -$25.3K | 0.75% | 67 |
|
|
2016
Q2 | $1.16M | Sell |
9,668
-405
| -4% | -$48.7K | 0.8% | 61 |
|
|
2016
Q1 | $1.27M | Sell |
10,073
-451
| -4% | -$56.7K | 0.88% | 58 |
|
|
2015
Q4 | $1.24M | Sell |
10,524
-514
| -5% | -$60.7K | 0.86% | 60 |
|
|
2015
Q3 | $1.09M | Sell |
11,038
-260
| -2% | -$25.6K | 0.78% | 64 |
|
|
2015
Q2 | $1.07M | Sell |
11,298
-241
| -2% | -$22.9K | 0.71% | 66 |
|
|
2015
Q1 | $1.12M | Sell |
11,539
-243
| -2% | -$23.7K | 0.72% | 64 |
|
|
2014
Q4 | $1.1M | Sell |
11,782
-302
| -2% | -$28.3K | 0.7% | 70 |
|
|
2014
Q3 | $1.15M | Sell |
12,084
-6,550
| -35% | -$621K | 0.78% | 63 |
|
|
2014
Q2 | $1.88M | Sell |
18,634
-947
| -5% | -$95.4K | 1.25% | 32 |
|
|
2014
Q1 | $1.92M | Sell |
19,581
-25
| -0.1% | -$2.45K | 1.26% | 34 |
|
|
2013
Q4 | $1.9M | Buy |
19,606
+218
| +1% | +$21.1K | 1.26% | 36 |
|
|
2013
Q3 | $1.87M | Sell |
19,388
-931
| -5% | -$89.6K | 1.33% | 29 |
|
|
2013
Q2 | $2.01M | Buy |
+20,319
| New | +$2.01M | 1.42% | 22 |
|