Ellevest Inc’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-810
| Closed | -$235K | – | 426 |
|
|
2024
Q4 | $235K | Sell |
810
-456
| -36% | -$132K | 0.01% | 358 |
|
|
2024
Q3 | $385K | Sell |
1,266
-212
| -14% | -$64.5K | 0.02% | 274 |
|
|
2024
Q2 | $377K | Sell |
1,478
-84
| -5% | -$21.4K | 0.02% | 270 |
|
|
2024
Q1 | $440K | Buy |
1,562
+83
| +6% | +$23.4K | 0.03% | 233 |
|
|
2023
Q4 | $439K | Buy |
1,479
+48
| +3% | +$14.2K | 0.03% | 215 |
|
|
2023
Q3 | $377K | Sell |
1,431
-46
| -3% | -$12.1K | 0.03% | 215 |
|
|
2023
Q2 | $441K | Buy |
1,477
+41
| +3% | +$12.2K | 0.03% | 180 |
|
|
2023
Q1 | $402K | Buy |
1,436
+34
| +2% | +$9.51K | 0.03% | 181 |
|
|
2022
Q4 | $369K | Sell |
1,402
-188
| -12% | -$49.5K | 0.03% | 189 |
|
|
2022
Q3 | $367K | Buy |
1,590
+134
| +9% | +$30.9K | 0.03% | 145 |
|
|
2022
Q2 | $360K | Buy |
1,456
+104
| +8% | +$25.7K | 0.03% | 159 |
|
|
2022
Q1 | $334K | Sell |
1,352
-35
| -3% | -$8.65K | 0.03% | 215 |
|
|
2021
Q4 | $372K | Sell |
1,387
-38
| -3% | -$10.2K | 0.03% | 166 |
|
|
2021
Q3 | $344K | Sell |
1,425
-113
| -7% | -$27.3K | 0.03% | 165 |
|
|
2021
Q2 | $355K | Sell |
1,538
-1,437
| -48% | -$332K | 0.04% | 130 |
|
|
2021
Q1 | $667K | Buy |
2,975
+334
| +13% | +$74.9K | 0.08% | 63 |
|
|
2020
Q4 | $567K | Buy |
2,641
+381
| +17% | +$81.8K | 0.08% | 60 |
|
|
2020
Q3 | $496K | Buy |
2,260
+59
| +3% | +$12.9K | 0.09% | 61 |
|
|
2020
Q2 | $406K | Buy |
2,201
+652
| +42% | +$120K | 0.09% | 64 |
|
|
2020
Q1 | $256K | Buy |
1,549
+180
| +13% | +$29.7K | 0.07% | 70 |
|
|
2019
Q4 | $270K | Buy |
1,369
+275
| +25% | +$54.2K | 0.08% | 59 |
|
|
2019
Q3 | $235K | Sell |
1,094
-36,504
| -97% | -$7.84M | 0.08% | 48 |
|
|
2019
Q2 | $255K | Buy |
37,598
+202
| +0.5% | +$1.37K | 0.1% | 42 |
|
|
2019
Q1 | $198K | Buy |
37,396
+36,314
| +3,356% | +$192K | 0.09% | 48 |
|
|
2018
Q4 | $192K | Buy |
+1,082
| New | +$192K | 0.1% | 64 |
|