Elwood & Goetz Wealth Advisory Group’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 | $250K | Sell |
854
-18
| -2% | -$5.26K | 0.05% | 98 |
|
|
2025
Q1 | $272K | Sell |
872
-502
| -37% | -$157K | 0.07% | 80 |
|
|
2024
Q4 | $398K | Buy |
1,374
+346
| +34% | +$100K | 0.1% | 63 |
|
|
2024
Q3 | $313K | Buy |
1,028
+6
| +0.6% | +$1.83K | 0.08% | 71 |
|
|
2024
Q2 | $260K | Sell |
1,022
-32
| -3% | -$8.16K | 0.07% | 64 |
|
|
2024
Q1 | $297K | Buy |
1,054
+1
| +0.1% | +$282 | 0.07% | 64 |
|
|
2023
Q4 | $312K | Buy |
1,053
+54
| +5% | +$16K | 0.07% | 64 |
|
|
2023
Q3 | $263K | Buy |
999
+283
| +40% | +$74.6K | 0.06% | 65 |
|
|
2023
Q2 | $214K | Buy |
+716
| New | +$214K | 0.05% | 67 |
|