Fingerlakes Wealth 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
Q2 | $518K | Sell |
1,774
-2
| -0.1% | -$584 | 0.39% | 55 |
|
|
2025
Q1 | $555K | Sell |
1,776
-160
| -8% | -$50K | 0.47% | 49 |
|
|
2024
Q4 | $561K | Buy |
1,936
+11
| +0.6% | +$3.19K | 0.45% | 51 |
|
|
2024
Q3 | $586K | Sell |
1,925
-7
| -0.4% | -$2.13K | 0.49% | 51 |
|
|
2024
Q2 | $492K | Buy |
1,932
+13
| +0.7% | +$3.31K | 0.44% | 53 |
|
|
2024
Q1 | $541K | Sell |
1,919
-26
| -1% | -$7.33K | 0.52% | 49 |
|
|
2023
Q4 | $577K | Buy |
1,945
+10
| +0.5% | +$2.97K | 0.62% | 42 |
|
|
2023
Q3 | $510K | Hold |
1,935
| – | – | 0.62% | 46 |
|
|
2023
Q2 | $577K | Sell |
1,935
-13
| -0.7% | -$3.88K | 0.66% | 39 |
|
|
2023
Q1 | $545K | Buy |
1,948
+12
| +0.6% | +$3.36K | 0.68% | 41 |
|
|
2022
Q4 | $510K | Buy |
1,936
+9
| +0.5% | +$2.37K | 0.7% | 40 |
|
|
2022
Q3 | $445K | Sell |
1,927
-262
| -12% | -$60.5K | 0.65% | 45 |
|
|
2022
Q2 | $540K | Buy |
2,189
+13
| +0.6% | +$3.21K | 0.74% | 39 |
|
|
2022
Q1 | $538K | Sell |
2,176
-122
| -5% | -$30.2K | 0.63% | 45 |
|
|
2021
Q4 | $616K | Buy |
+2,298
| New | +$616K | 0.69% | 40 |
|