Forza 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 | $1.06M | Hold |
3,633
| – | – | 0.44% | 55 |
|
|
2025
Q1 | $1.13M | Hold |
3,633
| – | – | 0.51% | 48 |
|
|
2024
Q4 | $1.05M | Hold |
3,633
| – | – | 0.48% | 53 |
|
|
2024
Q3 | $1.11M | Buy |
3,633
+111
| +3% | +$33.8K | 0.51% | 53 |
|
|
2024
Q2 | $898K | Hold |
3,522
| – | – | 0.46% | 58 |
|
|
2024
Q1 | $993K | Hold |
3,522
| – | – | 0.52% | 57 |
|
|
2023
Q4 | $1.04M | Hold |
3,522
| – | – | 0.58% | 55 |
|
|
2023
Q3 | $928K | Buy |
3,522
+200
| +6% | +$52.7K | 0.48% | 67 |
|
|
2023
Q2 | $991K | Sell |
3,322
-200
| -6% | -$59.7K | 0.5% | 69 |
|
|
2023
Q1 | $985K | Buy |
3,522
+319
| +10% | +$89.2K | 0.51% | 67 |
|
|
2022
Q4 | $844K | Buy |
+3,203
| New | +$844K | 0.56% | 52 |
|