Focused 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 | $238K | Sell |
815
-14
| -2% | -$4.09K | 0.03% | 149 |
|
|
2025
Q1 | $259K | Buy |
+829
| New | +$259K | 0.04% | 132 |
|
|
2024
Q1 | – | Sell |
-515
| Closed | -$153K | – | 594 |
|
|
2023
Q4 | $153K | Buy |
515
+2
| +0.4% | +$593 | 0.03% | 160 |
|
|
2023
Q3 | $135K | Sell |
513
-18
| -3% | -$4.74K | 0.02% | 164 |
|
|
2023
Q2 | $158K | Sell |
531
-21
| -4% | -$6.27K | 0.03% | 158 |
|
|
2023
Q1 | $154K | Buy |
552
+9
| +2% | +$2.52K | 0.03% | 160 |
|
|
2022
Q4 | $143K | Buy |
543
+3
| +0.6% | +$790 | 0.03% | 157 |
|
|
2022
Q3 | $125K | Buy |
540
+2
| +0.4% | +$463 | 0.03% | 156 |
|
|
2022
Q2 | $133K | Hold |
538
| – | – | 0.02% | 161 |
|
|
2022
Q1 | $133K | Sell |
538
-576
| -52% | -$142K | 0.02% | 182 |
|
|
2021
Q4 | $299K | Buy |
1,114
+2
| +0.2% | +$537 | 0.05% | 131 |
|
|
2021
Q3 | $268K | Buy |
1,112
+5
| +0.5% | +$1.21K | 0.04% | 139 |
|
|
2021
Q2 | $256K | Buy |
1,107
+587
| +113% | +$136K | 0.04% | 146 |
|
|
2021
Q1 | $117K | Buy |
520
+21
| +4% | +$4.73K | 0.02% | 251 |
|
|
2020
Q4 | $107K | Sell |
499
-534
| -52% | -$115K | 0.02% | 254 |
|
|
2020
Q3 | $227K | Sell |
1,033
-168
| -14% | -$36.9K | 0.05% | 134 |
|
|
2020
Q2 | $222K | Sell |
1,201
-116
| -9% | -$21.4K | 0.05% | 128 |
|
|
2020
Q1 | $218K | Buy |
1,317
+40
| +3% | +$6.62K | 0.06% | 114 |
|
|
2019
Q4 | $252K | Buy |
1,277
+262
| +26% | +$51.7K | 0.06% | 120 |
|
|
2019
Q3 | $218K | Hold |
1,015
| – | – | 0.06% | 123 |
|
|
2019
Q2 | $211K | Buy |
1,015
+520
| +105% | +$108K | 0.06% | 137 |
|
|
2019
Q1 | $94K | Buy |
495
+311
| +169% | +$59.1K | 0.03% | 226 |
|
|
2018
Q4 | $33K | Buy |
184
+180
| +4,500% | +$32.3K | 0.01% | 328 |
|
|
2018
Q3 | $1K | Sell |
4
-197
| -98% | -$49.3K | ﹤0.01% | 591 |
|
|
2018
Q2 | $32K | Buy |
201
+80
| +66% | +$12.7K | 0.01% | 311 |
|
|
2018
Q1 | $19K | Sell |
121
-400
| -77% | -$62.8K | 0.01% | 383 |
|
|
2017
Q4 | $90K | Sell |
521
-100
| -16% | -$17.3K | 0.03% | 240 |
|
|
2017
Q3 | $97K | Buy |
621
+100
| +19% | +$15.6K | 0.03% | 163 |
|
|
2017
Q2 | $80K | Buy |
521
+4
| +0.8% | +$614 | 0.03% | 239 |
|
|
2017
Q1 | $67K | Buy |
517
+1
| +0.2% | +$130 | 0.03% | 252 |
|
|
2016
Q4 | $63K | Buy |
516
+400
| +345% | +$48.8K | 0.03% | 249 |
|
|
2016
Q3 | $13K | Hold |
116
| – | – | 0.01% | 414 |
|
|
2016
Q2 | $14K | Sell |
116
-151
| -57% | -$18.2K | 0.01% | 400 |
|
|
2016
Q1 | $34K | Buy |
267
+101
| +61% | +$12.9K | 0.02% | 240 |
|
|
2015
Q4 | $20K | Sell |
166
-266
| -62% | -$32K | 0.01% | 318 |
|
|
2015
Q3 | $43K | Sell |
432
-150
| -26% | -$14.9K | 0.03% | 210 |
|
|
2015
Q2 | $55K | Sell |
582
-240
| -29% | -$22.7K | 0.03% | 192 |
|
|
2015
Q1 | $80K | Sell |
822
-433
| -35% | -$42.1K | 0.05% | 156 |
|
|
2014
Q4 | $118K | Sell |
1,255
-455
| -27% | -$42.8K | 0.08% | 118 |
|
|
2014
Q3 | $162K | Buy |
1,710
+93
| +6% | +$8.81K | 0.12% | 106 |
|
|
2014
Q2 | $163K | Buy |
1,617
+129
| +9% | +$13K | 0.13% | 97 |
|
|
2014
Q1 | $146K | Sell |
1,488
-32
| -2% | -$3.14K | 0.12% | 101 |
|
|
2013
Q4 | $147K | Buy |
1,520
+134
| +10% | +$13K | 0.12% | 108 |
|
|
2013
Q3 | $133K | Buy |
+1,386
| New | +$133K | 0.13% | 102 |
|