FWL Investment 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
Q1 | – | Sell |
-6,173
| Closed | -$1.79M | – | 314 |
|
|
2024
Q4 | $1.79M | Buy |
6,173
+52
| +0.8% | +$15.1K | 0.65% | 36 |
|
|
2024
Q3 | $1.86M | Buy |
6,121
+5,876
| +2,398% | +$1.79M | 0.71% | 33 |
|
|
2024
Q2 | $62.4K | Buy |
+245
| New | +$62.4K | 0.03% | 91 |
|
|
2024
Q1 | – | Sell |
-35
| Closed | -$10.4K | – | 265 |
|
|
2023
Q4 | $10.4K | Buy |
+35
| New | +$10.4K | 0.01% | 158 |
|
|
2023
Q1 | – | Sell |
-342
| Closed | -$90.1K | – | 147 |
|
|
2022
Q4 | $90.1K | Buy |
+342
| New | +$90.1K | 0.07% | 74 |
|