FSA 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 | $78.1K | Sell |
267
-31
| -10% | -$9.07K | 0.03% | 111 |
|
|
2025
Q1 | $93.2K | Buy |
298
+95
| +47% | +$29.7K | 0.04% | 89 |
|
|
2024
Q4 | $58.9K | Sell |
203
-33
| -14% | -$9.58K | 0.02% | 137 |
|
|
2024
Q3 | $72K | Buy |
+236
| New | +$72K | 0.03% | 123 |
|
|
2024
Q1 | $85.5K | Buy |
303
+100
| +49% | +$28.2K | 0.04% | 94 |
|
|
2023
Q4 | $60K | Buy |
+203
| New | +$60K | 0.03% | 120 |
|
|
2021
Q1 | – | Sell |
-758
| Closed | -$163K | – | 156 |
|
|
2020
Q4 | $163K | Buy |
+758
| New | +$163K | 0.08% | 60 |
|
|
2020
Q3 | – | Sell |
-758
| Closed | -$140K | – | 223 |
|
|
2020
Q2 | $140K | Sell |
758
-40
| -5% | -$7.39K | 0.1% | 67 |
|
|
2020
Q1 | $132K | Hold |
798
| – | – | 0.11% | 64 |
|
|
2019
Q4 | $158K | Buy |
+798
| New | +$158K | 0.11% | 67 |
|