Garden State Investment Advisory Services’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 | $353K | Sell |
1,203
-66
| -5% | -$19.4K | 0.09% | 188 |
|
|
2025
Q1 | $399K | Sell |
1,269
-18
| -1% | -$5.66K | 0.13% | 146 |
|
|
2024
Q4 | $375K | Sell |
1,287
-6
| -0.5% | -$1.75K | 0.11% | 149 |
|
|
2024
Q3 | $395K | Buy |
1,293
+49
| +4% | +$15K | 0.13% | 141 |
|
|
2024
Q2 | $318K | Buy |
1,244
+28
| +2% | +$7.15K | 0.11% | 161 |
|
|
2024
Q1 | $342K | Sell |
1,216
-129
| -10% | -$36.3K | 0.13% | 153 |
|
|
2023
Q4 | $399K | Buy |
1,345
+118
| +10% | +$35K | 0.16% | 122 |
|
|
2023
Q3 | $323K | Buy |
1,227
+88
| +8% | +$23.2K | 0.15% | 128 |
|
|
2023
Q2 | $340K | Sell |
1,139
-110
| -9% | -$32.8K | 0.13% | 127 |
|
|
2023
Q1 | $349K | Sell |
1,249
-7
| -0.6% | -$1.96K | 0.15% | 116 |
|
|
2022
Q4 | $331K | Buy |
+1,256
| New | +$331K | 0.2% | 119 |
|