Florida Financial 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 | $580K | Buy |
1,984
+408
| +26% | +$119K | 0.19% | 120 |
|
2025
Q1 | $492K | Buy |
1,576
+79
| +5% | +$24.7K | 0.19% | 112 |
|
2024
Q4 | $434K | Buy |
1,497
+492
| +49% | +$143K | 0.19% | 101 |
|
2024
Q3 | $306K | Buy |
1,005
+55
| +6% | +$16.8K | 0.16% | 122 |
|
2024
Q2 | $242K | Sell |
950
-54
| -5% | -$13.8K | 0.15% | 120 |
|
2024
Q1 | $283K | Sell |
1,004
-27
| -3% | -$7.61K | 0.21% | 87 |
|
2023
Q4 | $306K | Buy |
+1,031
| New | +$306K | 0.28% | 70 |
|