Elevation Wealth Partners’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 | $608K | Sell |
2,082
-23
| -1% | -$6.72K | 0.24% | 60 |
|
|
2025
Q1 | $658K | Buy |
2,105
+7
| +0.3% | +$2.19K | 0.28% | 55 |
|
|
2024
Q4 | $608K | Buy |
2,098
+26
| +1% | +$7.54K | 0.26% | 56 |
|
|
2024
Q3 | $631K | Buy |
2,072
+1
| +0% | +$304 | 0.27% | 55 |
|
|
2024
Q2 | $528K | Sell |
2,071
-123
| -6% | -$31.3K | 0.25% | 66 |
|
|
2024
Q1 | $619K | Sell |
2,194
-222
| -9% | -$62.6K | 0.31% | 56 |
|
|
2023
Q4 | $637K | Buy |
2,416
+755
| +45% | +$199K | 0.38% | 52 |
|
|
2023
Q3 | $438K | Buy |
1,661
+1
| +0.1% | +$263 | 0.38% | 35 |
|
|
2023
Q2 | $495K | Hold |
1,660
| – | – | 0.42% | 33 |
|
|
2023
Q1 | $464K | Buy |
+1,660
| New | +$464K | 0.42% | 34 |
|