GeoWealth 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 | $906K | Sell |
3,102
-60
| -2% | -$17.5K | 0.04% | 279 |
|
|
2025
Q1 | $988K | Sell |
3,162
-1,640
| -34% | -$512K | 0.04% | 268 |
|
|
2024
Q4 | $1.39M | Sell |
4,802
-483
| -9% | -$140K | 0.05% | 235 |
|
|
2024
Q3 | $1.61M | Sell |
5,285
-244
| -4% | -$74.3K | 0.06% | 213 |
|
|
2024
Q2 | $1.41M | Buy |
5,529
+281
| +5% | +$71.6K | 0.06% | 211 |
|
|
2024
Q1 | $1.48M | Buy |
5,248
+978
| +23% | +$276K | 0.06% | 226 |
|
|
2023
Q4 | $1.27M | Buy |
4,270
+3,411
| +397% | +$1.01M | 0.1% | 185 |
|
|
2023
Q3 | $226K | Sell |
859
-34
| -4% | -$8.95K | 0.03% | 272 |
|
|
2023
Q2 | $266K | Sell |
893
-94
| -10% | -$28K | 0.03% | 222 |
|
|
2023
Q1 | $276K | Buy |
987
+2
| +0.2% | +$559 | 0.03% | 182 |
|
|
2022
Q4 | $260K | Sell |
985
-22
| -2% | -$5.81K | 0.03% | 214 |
|
|
2022
Q3 | $233K | Sell |
1,007
-342
| -25% | -$79.1K | 0.03% | 223 |
|
|
2022
Q2 | $333K | Sell |
1,349
-188
| -12% | -$46.4K | 0.04% | 199 |
|
|
2022
Q1 | $380K | Sell |
1,537
-526
| -25% | -$130K | 0.03% | 235 |
|
|
2021
Q4 | $553K | Buy |
2,063
+12
| +0.6% | +$3.22K | 0.05% | 198 |
|
|
2021
Q3 | $495K | Sell |
2,051
-28
| -1% | -$6.76K | 0.04% | 217 |
|
|
2021
Q2 | $481K | Buy |
2,079
+307
| +17% | +$71K | 0.06% | 152 |
|
|
2021
Q1 | $398K | Sell |
1,772
-53
| -3% | -$11.9K | 0.06% | 141 |
|
|
2020
Q4 | $403K | Sell |
1,825
-88
| -5% | -$19.4K | 0.06% | 155 |
|
|
2020
Q3 | $425K | Buy |
1,913
+323
| +20% | +$71.8K | 0.13% | 103 |
|
|
2020
Q2 | $294K | Buy |
+1,590
| New | +$294K | 0.12% | 120 |
|
|
2019
Q4 | – | Sell |
-1,374
| Closed | -$295K | – | 158 |
|
|
2019
Q3 | $295K | Buy |
+1,374
| New | +$295K | 0.07% | 152 |
|