FSB Premier 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 | $716K | Sell |
2,451
-335
| -12% | -$97.9K | 0.26% | 103 |
|
|
2025
Q1 | $870K | Buy |
2,786
+267
| +11% | +$83.4K | 0.34% | 85 |
|
|
2024
Q4 | $730K | Sell |
2,519
-5
| -0.2% | -$1.45K | 0.29% | 88 |
|
|
2024
Q3 | $769K | Sell |
2,524
-42
| -2% | -$12.8K | 0.32% | 86 |
|
|
2024
Q2 | $654K | Sell |
2,566
-101
| -4% | -$25.7K | 0.3% | 80 |
|
|
2024
Q1 | $752K | Sell |
2,667
-18
| -0.7% | -$5.08K | 0.35% | 67 |
|
|
2023
Q4 | $796K | Hold |
2,685
| – | – | 0.4% | 57 |
|
|
2023
Q3 | $707K | Hold |
2,685
| – | – | 0.39% | 56 |
|
|
2023
Q2 | $801K | Sell |
2,685
-10
| -0.4% | -$2.98K | 0.43% | 49 |
|
|
2023
Q1 | $753K | Sell |
2,695
-48
| -2% | -$13.4K | 0.42% | 50 |
|
|
2022
Q4 | $723K | Sell |
2,743
-153
| -5% | -$40.3K | 0.4% | 55 |
|
|
2022
Q3 | $668K | Sell |
2,896
-213
| -7% | -$49.1K | 0.39% | 53 |
|
|
2022
Q2 | $767K | Buy |
3,109
+6
| +0.2% | +$1.48K | 0.43% | 54 |
|
|
2022
Q1 | $788K | Sell |
3,103
-112
| -3% | -$28.4K | 0.4% | 56 |
|
|
2021
Q4 | $861K | Sell |
3,215
-357
| -10% | -$95.6K | 0.36% | 48 |
|
|
2021
Q3 | $861K | Buy |
3,572
+1,268
| +55% | +$306K | 0.43% | 43 |
|
|
2021
Q2 | $532K | Buy |
2,304
+294
| +15% | +$67.9K | 0.27% | 63 |
|
|
2021
Q1 | $450K | Sell |
2,010
-13
| -0.6% | -$2.91K | 0.24% | 72 |
|
|
2020
Q4 | $434K | Buy |
+2,023
| New | +$434K | 0.23% | 73 |
|