Elevatus Welath 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 | $236K | Buy |
809
+19
| +2% | +$5.55K | 0.08% | 103 |
|
|
2025
Q1 | $247K | Buy |
790
+21
| +3% | +$6.56K | 0.14% | 84 |
|
|
2024
Q4 | $223K | Buy |
769
+39
| +5% | +$11.3K | 0.08% | 94 |
|
|
2024
Q3 | $222K | Buy |
+730
| New | +$222K | 0.07% | 94 |
|
|
2024
Q1 | – | Sell |
-776
| Closed | -$230K | – | 105 |
|
|
2023
Q4 | $230K | Buy |
+776
| New | +$230K | 0.1% | 78 |
|