Foster Victor Wealth 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 | $461K | Buy |
1,575
+46
| +3% | +$13.5K | 0.03% | 148 |
|
|
2025
Q1 | $474K | Buy |
1,529
+732
| +92% | +$227K | 0.04% | 137 |
|
|
2024
Q4 | $224K | Sell |
797
-68
| -8% | -$19.1K | 0.02% | 179 |
|
|
2024
Q3 | $263K | Sell |
865
-41
| -5% | -$12.5K | 0.02% | 169 |
|
|
2024
Q2 | $233K | Buy |
+906
| New | +$233K | 0.02% | 177 |
|
|
2024
Q1 | – | Sell |
-713
| Closed | -$208K | – | 175 |
|
|
2023
Q4 | $208K | Buy |
+713
| New | +$208K | 0.02% | 163 |
|
|
2023
Q3 | – | Sell |
-689
| Closed | -$205K | – | 169 |
|
|
2023
Q2 | $205K | Buy |
+689
| New | +$205K | 0.02% | 154 |
|
|
2023
Q1 | – | Sell |
-889
| Closed | -$240K | – | 167 |
|
|
2022
Q4 | $240K | Buy |
+889
| New | +$240K | 0.03% | 135 |
|
|
2022
Q3 | – | Sell |
-985
| Closed | -$248K | – | 144 |
|
|
2022
Q2 | $248K | Buy |
985
+66
| +7% | +$16.6K | 0.04% | 120 |
|
|
2022
Q1 | $231K | Sell |
919
-88
| -9% | -$22.1K | 0.03% | 124 |
|
|
2021
Q4 | $263K | Buy |
1,007
+13
| +1% | +$3.4K | 0.04% | 125 |
|
|
2021
Q3 | $240K | Buy |
+994
| New | +$240K | 0.04% | 125 |
|