Financial Synergies Wealth Advisors’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 | $871K | Buy |
2,980
+92
| +3% | +$26.9K | 0.09% | 54 |
|
|
2025
Q1 | $902K | Buy |
2,888
+3
| +0.1% | +$937 | 0.11% | 46 |
|
|
2024
Q4 | $836K | Buy |
2,885
+1
| +0% | +$290 | 0.1% | 42 |
|
|
2024
Q3 | $878K | Sell |
2,884
-113
| -4% | -$34.4K | 0.11% | 43 |
|
|
2024
Q2 | $764K | Sell |
2,997
-2
| -0.1% | -$510 | 0.1% | 45 |
|
|
2024
Q1 | $846K | Buy |
2,999
+289
| +11% | +$81.5K | 0.11% | 44 |
|
|
2023
Q4 | $714K | Sell |
2,710
-288
| -10% | -$75.9K | 0.11% | 47 |
|
|
2023
Q3 | $790K | Buy |
2,998
+175
| +6% | +$46.1K | 0.11% | 45 |
|
|
2023
Q2 | $842K | Sell |
2,823
-15
| -0.5% | -$4.48K | 0.12% | 42 |
|
|
2023
Q1 | $794K | Buy |
2,838
+128
| +5% | +$35.8K | 0.12% | 42 |
|
|
2022
Q4 | $714K | Buy |
2,710
+161
| +6% | +$42.4K | 0.11% | 47 |
|
|
2022
Q3 | $588K | Hold |
2,549
| – | – | 0.1% | 47 |
|
|
2022
Q2 | $629K | Buy |
+2,549
| New | +$629K | 0.1% | 46 |
|