Facet Wealth Inc’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 | $377K | Buy |
1,256
+451
| +56% | +$135K | 0.01% | 113 |
|
|
2025
Q1 | $254K | Sell |
805
-79
| -9% | -$24.9K | 0.01% | 119 |
|
|
2024
Q4 | $260K | Buy |
884
+64
| +8% | +$18.8K | 0.01% | 119 |
|
|
2024
Q3 | $242K | Sell |
820
-18
| -2% | -$5.32K | 0.01% | 125 |
|
|
2024
Q2 | $223K | Sell |
838
-57
| -6% | -$15.2K | 0.01% | 126 |
|
|
2024
Q1 | $241K | Buy |
895
+84
| +10% | +$22.6K | 0.01% | 103 |
|
|
2023
Q4 | $231K | Buy |
+811
| New | +$231K | 0.01% | 104 |
|