First National Advisers’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 | $436K | Buy |
1,493
+20
| +1% | +$5.84K | 0.06% | 173 |
|
2025
Q1 | $460K | Buy |
1,473
+164
| +13% | +$51.2K | 0.07% | 166 |
|
2024
Q4 | $379K | Hold |
1,309
| – | – | 0.06% | 152 |
|
2024
Q3 | $399K | Hold |
1,309
| – | – | 0.06% | 173 |
|
2024
Q2 | $334K | Hold |
1,309
| – | – | 0.06% | 175 |
|
2024
Q1 | $369K | Buy |
1,309
+100
| +8% | +$28.2K | 0.08% | 159 |
|
2023
Q4 | $358K | Buy |
1,209
+64
| +6% | +$19K | 0.1% | 143 |
|
2023
Q3 | $302K | Buy |
1,145
+395
| +53% | +$104K | 0.13% | 135 |
|
2023
Q2 | $224K | Buy |
+750
| New | +$224K | 0.21% | 107 |
|