Financial Gravity Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $31.2K | Buy |
+100
| New | +$31.2K | 0.01% | 395 |
|
|
2024
Q2 | $18.3K | Sell |
72
-100
| -58% | -$25.5K | ﹤0.01% | 402 |
|
|
2024
Q1 | $49.3K | Sell |
172
-1,260
| -88% | -$361K | 0.01% | 386 |
|
|
2023
Q4 | $1.63M | Buy |
1,432
+70
| +5% | +$79.5K | 0.02% | 263 |
|
|
2023
Q3 | $1.61M | Buy |
1,362
+973
| +250% | +$1.15M | 0.02% | 246 |
|
|
2023
Q2 | $9.8K | Buy |
389
+44
| +13% | +$1.11K | 0.03% | 342 |
|
|
2023
Q1 | $427 | Buy |
345
+81
| +31% | +$100 | 0.01% | 469 |
|
|
2022
Q4 | $7.8K | Sell |
264
-1,353
| -84% | -$40K | 0.04% | 324 |
|
|
2022
Q3 | $341 | Sell |
1,617
-112
| -6% | -$24 | 0.01% | 453 |
|
|
2022
Q2 | $370 | Sell |
1,729
-25
| -1% | -$5 | 0.01% | 426 |
|
|
2022
Q1 | $380 | Sell |
1,754
-1,194
| -41% | -$259 | 0.01% | 450 |
|
|
2021
Q4 | $732 | Buy |
2,948
+2,945
| +98,167% | +$731 | 0.02% | 428 |
|
|
2021
Q3 | $241K | Hold |
3
| – | – | 0.11% | 150 |
|
|
2021
Q2 | $231K | Sell |
3
-2
| -40% | -$154K | 0.08% | 159 |
|
|
2021
Q1 | $1.13K | Sell |
5
-1
| -17% | -$226 | 0.02% | 282 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 419 |
|
|
2020
Q2 | – | Sell |
-244
| Closed | -$20K | – | 524 |
|
|
2020
Q1 | $20K | Buy |
244
+8
| +3% | +$655 | 0.06% | 127 |
|
|
2019
Q4 | $224K | Sell |
236
-78
| -25% | -$74K | 0.15% | 96 |
|
|
2019
Q3 | $68K | Buy |
314
+118
| +60% | +$25.6K | 0.06% | 252 |
|
|
2019
Q2 | $41K | Sell |
196
-50
| -20% | -$10.5K | 0.03% | 356 |
|
|
2019
Q1 | $46K | Buy |
+246
| New | +$46K | 0.04% | 331 |
|
|
2018
Q3 | $58K | Buy |
332
+22
| +7% | +$3.84K | 0.06% | 284 |
|
|
2018
Q2 | $49K | Buy |
310
+89
| +40% | +$14.1K | 0.05% | 330 |
|
|
2018
Q1 | $36K | Buy |
+221
| New | +$36K | 0.04% | 422 |
|