Frazier Financial 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 | $207K | Buy |
710
+106
| +18% | +$31K | 0.15% | 54 |
|
|
2025
Q1 | $189K | Sell |
604
-3
| -0.5% | -$937 | 0.15% | 56 |
|
|
2024
Q4 | $176K | Hold |
607
| – | – | 0.14% | 59 |
|
|
2024
Q3 | $185K | Sell |
607
-12
| -2% | -$3.66K | 0.14% | 57 |
|
|
2024
Q2 | $158K | Sell |
619
-160
| -21% | -$40.8K | 0.13% | 70 |
|
|
2024
Q1 | $220K | Buy |
779
+80
| +11% | +$22.6K | 0.18% | 54 |
|
|
2023
Q4 | $207K | Buy |
+699
| New | +$207K | 0.18% | 45 |
|