Financial Partners Group (Tennessee)’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 | – | Sell |
-1,044
| Closed | -$303K | – | 85 |
|
|
2024
Q4 | $303K | Buy |
1,044
+33
| +3% | +$9.57K | 0.13% | 80 |
|
|
2024
Q3 | $308K | Buy |
1,011
+3
| +0.3% | +$913 | 0.12% | 85 |
|
|
2024
Q2 | $257K | Sell |
1,008
-740
| -42% | -$189K | 0.1% | 87 |
|
|
2024
Q1 | $493K | Buy |
1,748
+745
| +74% | +$210K | 0.19% | 71 |
|
|
2023
Q4 | $297K | Buy |
+1,003
| New | +$297K | 0.13% | 75 |
|