Edge Financial 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 | $392K | Buy |
1,335
+19
| +1% | +$5.58K | 0.21% | 79 |
|
|
2025
Q1 | $411K | Buy |
1,316
+105
| +9% | +$32.8K | 0.26% | 62 |
|
|
2024
Q4 | $351K | Sell |
1,211
-33
| -3% | -$9.57K | 0.31% | 66 |
|
|
2024
Q3 | $379K | Buy |
+1,244
| New | +$379K | 0.34% | 61 |
|
|
2024
Q1 | $348K | Buy |
+1,236
| New | +$348K | 0.31% | 89 |
|