Fortitude Advisory Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,294
| Closed | -$365K | – | 212 |
|
|
2024
Q1 | $365K | Sell |
1,294
-43
| -3% | -$12.1K | 0.21% | 107 |
|
|
2023
Q4 | $396K | Buy |
1,337
+3
| +0.2% | +$889 | 0.24% | 92 |
|
|
2023
Q3 | $351K | Buy |
1,334
+181
| +16% | +$47.7K | 0.24% | 96 |
|
|
2023
Q2 | $344K | Buy |
1,153
+64
| +6% | +$19.1K | 0.25% | 100 |
|
|
2023
Q1 | $304K | Sell |
1,089
-37
| -3% | -$10.3K | 0.24% | 115 |
|
|
2022
Q4 | $297K | Buy |
1,126
+10
| +0.9% | +$2.64K | 0.25% | 115 |
|
|
2022
Q3 | $258K | Buy |
1,116
+39
| +4% | +$9.02K | 0.24% | 113 |
|
|
2022
Q2 | $266K | Buy |
1,077
+28
| +3% | +$6.92K | 0.24% | 120 |
|
|
2022
Q1 | $259K | Sell |
1,049
-14
| -1% | -$3.46K | 0.14% | 151 |
|
|
2021
Q4 | $285K | Buy |
+1,063
| New | +$285K | 0.14% | 132 |
|