Epic Trust Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $298K | Buy |
1,170
+33
| +3% | +$8.41K | 0.33% | 76 |
|
|
2024
Q1 | $321K | Sell |
1,137
-35
| -3% | -$9.87K | 0.4% | 73 |
|
|
2023
Q4 | $347K | Buy |
1,172
+117
| +11% | +$34.7K | 0.47% | 60 |
|
|
2023
Q3 | $278K | Sell |
1,055
-41
| -4% | -$10.8K | 0.44% | 63 |
|
|
2023
Q2 | $327K | Sell |
1,096
-79
| -7% | -$23.6K | 0.46% | 56 |
|
|
2023
Q1 | $329K | Buy |
1,175
+407
| +53% | +$114K | 0.4% | 67 |
|
|
2022
Q4 | $202K | Buy |
+768
| New | +$202K | 0.3% | 93 |
|