FSA 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 | – | Sell |
-669
| Closed | -$209K | – | 193 |
|
|
2025
Q1 | $209K | Sell |
669
-30
| -4% | -$9.37K | 0.17% | 167 |
|
|
2024
Q4 | $203K | Sell |
699
-10
| -1% | -$2.9K | 0.25% | 135 |
|
|
2024
Q3 | $212K | Sell |
709
-532
| -43% | -$159K | 0.21% | 133 |
|
|
2024
Q2 | $331K | Buy |
1,241
+418
| +51% | +$112K | 0.35% | 85 |
|
|
2024
Q1 | $232K | Buy |
+823
| New | +$232K | 0.25% | 118 |
|