Evexia Wealth’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 | $4.23M | Buy |
14,242
+569
| +4% | +$169K | 1.33% | 28 |
|
2025
Q1 | $4.16M | Buy |
13,673
+13
| +0.1% | +$3.95K | 1.51% | 23 |
|
2024
Q4 | $4.02M | Sell |
13,660
-121
| -0.9% | -$35.6K | 1.36% | 25 |
|
2024
Q3 | $4.15M | Sell |
13,781
-4,426
| -24% | -$1.33M | 1.47% | 25 |
|
2024
Q2 | $4.73M | Buy |
18,207
+124
| +0.7% | +$32.2K | 1.77% | 22 |
|
2024
Q1 | $4.84M | Buy |
18,083
+2,918
| +19% | +$780K | 1.99% | 22 |
|
2023
Q4 | $4.5M | Buy |
15,165
+266
| +2% | +$79K | 1.9% | 23 |
|
2023
Q3 | $3.84M | Buy |
14,899
+703
| +5% | +$181K | 1.95% | 25 |
|
2023
Q2 | $4.15M | Buy |
14,196
+93
| +0.7% | +$27.2K | 1.99% | 24 |
|
2023
Q1 | $4.18M | Buy |
+14,103
| New | +$4.18M | 2.25% | 24 |
|