Fortem Financial Group’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 | $559K | Sell |
1,914
-13
| -0.7% | -$3.8K | 0.18% | 107 |
|
|
2025
Q1 | $602K | Buy |
1,927
+10
| +0.5% | +$3.12K | 0.23% | 111 |
|
|
2024
Q4 | $556K | Buy |
1,917
+6
| +0.3% | +$1.74K | 0.22% | 111 |
|
|
2024
Q3 | $582K | Sell |
1,911
-2,072
| -52% | -$631K | 0.24% | 111 |
|
|
2024
Q2 | $1.01M | Sell |
3,983
-135
| -3% | -$34.4K | 0.44% | 77 |
|
|
2024
Q1 | $1.16M | Buy |
4,118
+100
| +2% | +$28.2K | 0.51% | 69 |
|
|
2023
Q4 | $1.19M | Buy |
4,018
+554
| +16% | +$164K | 0.59% | 53 |
|
|
2023
Q3 | $912K | Buy |
3,464
+1,727
| +99% | +$455K | 0.54% | 57 |
|
|
2023
Q2 | $518K | Buy |
1,737
+57
| +3% | +$17K | 0.31% | 94 |
|
|
2023
Q1 | $470K | Buy |
1,680
+83
| +5% | +$23.2K | 0.31% | 97 |
|
|
2022
Q4 | $421K | Buy |
1,597
+8
| +0.5% | +$2.11K | 0.25% | 113 |
|
|
2022
Q3 | $367K | Buy |
1,589
+8
| +0.5% | +$1.85K | 0.25% | 115 |
|
|
2022
Q2 | $390K | Sell |
1,581
-26
| -2% | -$6.41K | 0.25% | 117 |
|
|
2022
Q1 | $397K | Buy |
1,607
+12
| +0.8% | +$2.97K | 0.17% | 124 |
|
|
2021
Q4 | $428K | Buy |
1,595
+7
| +0.4% | +$1.88K | 0.2% | 125 |
|
|
2021
Q3 | $383K | Buy |
1,588
+7
| +0.4% | +$1.69K | 0.19% | 124 |
|
|
2021
Q2 | $365K | Buy |
1,581
+38
| +2% | +$8.77K | 0.19% | 133 |
|
|
2021
Q1 | $346K | Sell |
1,543
-38
| -2% | -$8.52K | 0.2% | 129 |
|
|
2020
Q4 | $339K | Sell |
1,581
-46
| -3% | -$9.86K | 0.2% | 116 |
|
|
2020
Q3 | $357K | Sell |
1,627
-93
| -5% | -$20.4K | 0.26% | 99 |
|
|
2020
Q2 | $317K | Buy |
+1,720
| New | +$317K | 0.24% | 94 |
|