Evoke 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 | $2.2M | Buy |
7,541
+284
| +4% | +$83K | 0.05% | 134 |
|
|
2025
Q1 | $2.27M | Sell |
7,257
-193
| -3% | -$60.3K | 0.06% | 127 |
|
|
2024
Q4 | $2.16M | Buy |
7,450
+1,770
| +31% | +$513K | 0.06% | 121 |
|
|
2024
Q3 | $1.73M | Buy |
5,680
+2,981
| +110% | +$908K | 0.05% | 133 |
|
|
2024
Q2 | $688K | Sell |
2,699
-5,319
| -66% | -$1.36M | 0.81% | 23 |
|
|
2024
Q1 | $2.26M | Buy |
+8,018
| New | +$2.26M | 0.07% | 103 |
|
|
2023
Q4 | – | Sell |
-6,107
| Closed | -$1.61M | – | 243 |
|
|
2023
Q3 | $1.61M | Sell |
6,107
-62
| -1% | -$16.3K | 0.06% | 134 |
|
|
2023
Q2 | $1.84M | Sell |
6,169
-130,109
| -95% | -$38.8M | 0.06% | 113 |
|
|
2023
Q1 | $1.36M | Buy |
136,278
+7,174
| +6% | +$71.6K | 0.05% | 136 |
|
|
2022
Q4 | $1.51M | Buy |
129,104
+122,867
| +1,970% | +$1.43M | 0.05% | 135 |
|
|
2022
Q3 | $1.33M | Buy |
6,237
+1,322
| +27% | +$282K | 0.05% | 125 |
|
|
2022
Q2 | $1.21M | Sell |
4,915
-124
| -2% | -$30.6K | 0.04% | 142 |
|
|
2022
Q1 | $1.25M | Buy |
5,039
+50
| +1% | +$12.4K | 0.04% | 155 |
|
|
2021
Q4 | $1.21M | Buy |
4,989
+50
| +1% | +$12.1K | 0.04% | 163 |
|
|
2021
Q3 | $1.08M | Sell |
4,939
-24,762
| -83% | -$5.4M | 0.04% | 162 |
|
|
2021
Q2 | $6.75M | Sell |
29,701
-168
| -0.6% | -$38.2K | 0.26% | 50 |
|
|
2021
Q1 | $6.7M | Buy |
29,869
+25,158
| +534% | +$5.64M | 0.3% | 44 |
|
|
2020
Q4 | $1.01M | Sell |
4,711
-443
| -9% | -$95.1K | 0.07% | 95 |
|
|
2020
Q3 | $1.13M | Buy |
5,154
+241
| +5% | +$52.9K | 0.09% | 67 |
|
|
2020
Q2 | $949K | Sell |
4,913
-523
| -10% | -$101K | 0.09% | 66 |
|
|
2020
Q1 | $899K | Sell |
5,436
-447
| -8% | -$73.9K | 0.13% | 56 |
|
|
2019
Q4 | $1.16M | Buy |
5,883
+681
| +13% | +$135K | 0.15% | 63 |
|
|
2019
Q3 | $1.12M | Buy |
+5,202
| New | +$1.12M | 0.14% | 82 |
|