Ethos Financial 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 | $1.17M | Sell |
4,003
-235
| -6% | -$68.7K | 0.1% | 160 |
|
|
2025
Q1 | $1.23M | Buy |
4,238
+18
| +0.4% | +$5.22K | 0.12% | 143 |
|
|
2024
Q4 | $1.22M | Buy |
4,220
+1,097
| +35% | +$318K | 0.16% | 95 |
|
|
2024
Q3 | $954K | Sell |
3,123
-177
| -5% | -$54.1K | 0.16% | 82 |
|
|
2024
Q2 | $841K | Sell |
3,300
-970
| -23% | -$247K | 0.15% | 88 |
|
|
2024
Q1 | $1.2M | Buy |
4,270
+204
| +5% | +$57.5K | 0.23% | 68 |
|
|
2023
Q4 | $1.21M | Sell |
4,066
-379
| -9% | -$112K | 0.26% | 67 |
|
|
2023
Q3 | $1.17M | Buy |
4,445
+2,256
| +103% | +$594K | 0.3% | 53 |
|
|
2023
Q2 | $612K | Hold |
2,189
| – | – | 0.21% | 64 |
|
|
2023
Q1 | $612K | Sell |
2,189
-10
| -0.5% | -$2.8K | 0.19% | 73 |
|
|
2022
Q4 | $580K | Buy |
+2,199
| New | +$580K | 0.2% | 68 |
|