ERn Financial LLC’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 | $264K | Sell |
904
-524
| -37% | -$153K | 0.06% | 126 |
|
|
2025
Q1 | $446K | Sell |
1,428
-196
| -12% | -$61.2K | 0.07% | 145 |
|
|
2024
Q4 | $471K | Buy |
1,624
+48
| +3% | +$13.9K | 0.07% | 148 |
|
|
2024
Q3 | $480K | Buy |
1,576
+12
| +0.8% | +$3.66K | 0.07% | 144 |
|
|
2024
Q2 | $399K | Sell |
1,564
-25
| -2% | -$6.37K | 0.07% | 149 |
|
|
2024
Q1 | $448K | Sell |
1,589
-1
| -0.1% | -$282 | 0.08% | 142 |
|
|
2023
Q4 | $468K | Buy |
1,590
+8
| +0.5% | +$2.36K | 0.09% | 134 |
|
|
2023
Q3 | $417K | Sell |
1,582
-67
| -4% | -$17.7K | 0.09% | 133 |
|
|
2023
Q2 | $492K | Sell |
1,649
-1
| -0.1% | -$298 | 0.1% | 125 |
|
|
2023
Q1 | $461K | Buy |
1,650
+28
| +2% | +$7.83K | 0.1% | 125 |
|
|
2022
Q4 | $427K | Buy |
1,622
+162
| +11% | +$42.7K | 0.1% | 125 |
|
|
2022
Q3 | $337K | Buy |
1,460
+527
| +56% | +$122K | 0.09% | 135 |
|
|
2022
Q2 | $230K | Sell |
933
-394
| -30% | -$97.1K | 0.06% | 152 |
|
|
2022
Q1 | $328K | Sell |
1,327
-289
| -18% | -$71.4K | 0.07% | 131 |
|
|
2021
Q4 | $433K | Hold |
1,616
| – | – | 0.1% | 108 |
|
|
2021
Q3 | $390K | Buy |
+1,616
| New | +$390K | 0.1% | 101 |
|