Gen-Wealth Partners’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 | $2.19M | Sell |
7,509
-260
| -3% | -$76K | 0.85% | 23 |
|
|
2025
Q1 | $2.43M | Buy |
7,769
+86
| +1% | +$26.9K | 1.01% | 15 |
|
|
2024
Q4 | $2.23M | Buy |
7,683
+118
| +2% | +$34.2K | 0.96% | 15 |
|
|
2024
Q3 | $2.21M | Buy |
7,565
+428
| +6% | +$125K | 0.96% | 16 |
|
|
2024
Q2 | $1.82M | Buy |
7,137
+595
| +9% | +$152K | 0.88% | 23 |
|
|
2024
Q1 | $1.84M | Buy |
+6,542
| New | +$1.84M | 0.91% | 21 |
|