Financial Symmetry’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 | $303K | Hold |
1,036
| – | – | 0.16% | 36 |
|
|
2025
Q1 | $324K | Hold |
1,036
| – | – | 0.2% | 33 |
|
|
2024
Q4 | $300K | Hold |
1,036
| – | – | 0.2% | 33 |
|
|
2024
Q3 | $315K | Hold |
1,036
| – | – | 0.22% | 34 |
|
|
2024
Q2 | $264K | Buy |
1,036
+216
| +26% | +$55K | 0.21% | 34 |
|
|
2024
Q1 | $231K | Sell |
820
-70
| -8% | -$19.7K | 0.2% | 32 |
|
|
2023
Q4 | $264K | Buy |
+890
| New | +$264K | 0.26% | 28 |
|