Fox Hill 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 | $1.56M | Buy |
5,346
+2,209
| +70% | +$645K | 0.8% | 38 |
|
2025
Q1 | $980K | Buy |
3,137
+183
| +6% | +$57.2K | 0.58% | 52 |
|
2024
Q4 | $856K | Buy |
2,954
+3
| +0.1% | +$870 | 0.48% | 55 |
|
2024
Q3 | $899K | Buy |
2,951
+4
| +0.1% | +$1.22K | 0.5% | 54 |
|
2024
Q2 | $751K | Buy |
2,947
+126
| +4% | +$32.1K | 0.46% | 52 |
|
2024
Q1 | $795K | Sell |
2,821
-729
| -21% | -$206K | 0.54% | 52 |
|
2023
Q4 | $1.05M | Buy |
+3,550
| New | +$1.05M | 0.81% | 40 |
|