FirstPurpose Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $278K | Buy |
1,034
+6
| +0.6% | +$1.61K | 0.1% | 167 |
|
|
2023
Q4 | $305K | Buy |
1,028
+23
| +2% | +$6.82K | 0.12% | 153 |
|
|
2023
Q3 | $265K | Buy |
1,005
+46
| +5% | +$12.1K | 0.11% | 157 |
|
|
2023
Q2 | $286K | Sell |
959
-96
| -9% | -$28.6K | 0.12% | 149 |
|
|
2023
Q1 | $295K | Buy |
1,055
+49
| +5% | +$13.7K | 0.15% | 130 |
|
|
2022
Q4 | $265K | Buy |
1,006
+52
| +5% | +$13.7K | 0.15% | 136 |
|
|
2022
Q3 | $220K | Buy |
954
+41
| +4% | +$9.46K | 0.14% | 130 |
|
|
2022
Q2 | $225K | Buy |
913
+82
| +10% | +$20.2K | 0.15% | 121 |
|
|
2022
Q1 | $205K | Buy |
+831
| New | +$205K | 0.16% | 131 |
|