Gentry Private Wealth’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 | $560K | Buy |
1,918
+14
| +0.7% | +$4.09K | 0.43% | 37 |
|
|
2025
Q1 | $595K | Buy |
+1,904
| New | +$595K | 0.49% | 32 |
|
|
2024
Q4 | – | Sell |
-1,585
| Closed | -$483K | – | 59 |
|
|
2024
Q3 | $483K | Sell |
1,585
-15
| -0.9% | -$4.57K | 0.39% | 42 |
|
|
2024
Q2 | $408K | Buy |
+1,600
| New | +$408K | 0.36% | 45 |
|