Gerber Kawasaki Wealth & 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
Q2 | $359K | Buy |
1,229
+360
| +41% | +$105K | 0.01% | 238 |
|
|
2025
Q1 | $272K | Sell |
869
-27
| -3% | -$8.44K | 0.01% | 260 |
|
|
2024
Q4 | $260K | Sell |
896
-69
| -7% | -$20K | 0.01% | 247 |
|
|
2024
Q3 | $294K | Sell |
965
-166
| -15% | -$50.5K | 0.01% | 239 |
|
|
2024
Q2 | $288K | Buy |
1,131
+7
| +0.6% | +$1.78K | 0.01% | 231 |
|
|
2024
Q1 | $317K | Buy |
1,124
+194
| +21% | +$54.7K | 0.02% | 216 |
|
|
2023
Q4 | $276K | Sell |
930
-55
| -6% | -$16.3K | 0.02% | 213 |
|
|
2023
Q3 | $259K | Buy |
985
+301
| +44% | +$79.3K | 0.02% | 213 |
|
|
2023
Q2 | $204K | Buy |
+684
| New | +$204K | 0.01% | 240 |
|
|
2022
Q1 | – | Sell |
-888
| Closed | -$238K | – | 271 |
|
|
2021
Q4 | $238K | Buy |
888
+878
| +8,780% | +$235K | 0.02% | 243 |
|
|
2021
Q3 | $10K | Buy |
+10
| New | +$10K | ﹤0.01% | 629 |
|
|
2017
Q3 | – | Sell |
-1,344
| Closed | -$209K | – | 118 |
|
|
2017
Q2 | $209K | Buy |
+1,344
| New | +$209K | 0.08% | 109 |
|