GGM Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.38M | Sell |
4,370
-256
| -6% | -$81.1K | 0.77% | 41 |
|
|
2024
Q4 | $1.34M | Sell |
4,626
-567
| -11% | -$164K | 0.7% | 39 |
|
|
2024
Q3 | $1.58M | Sell |
5,193
-189
| -4% | -$57.6K | 0.68% | 38 |
|
|
2024
Q2 | $1.37M | Sell |
5,382
-75
| -1% | -$19.1K | 0.63% | 40 |
|
|
2024
Q1 | $1.47M | Sell |
5,457
-500
| -8% | -$135K | 0.68% | 38 |
|
|
2023
Q4 | $1.74M | Sell |
5,957
-83
| -1% | -$24.3K | 0.72% | 31 |
|
|
2023
Q3 | $1.59M | Sell |
6,040
-119
| -2% | -$31.3K | 0.69% | 34 |
|
|
2023
Q2 | $1.82M | Buy |
+6,159
| New | +$1.82M | 0.74% | 31 |
|
|
2023
Q1 | – | Sell |
-6,319
| Closed | -$1.7M | – | 102 |
|
|
2022
Q4 | $1.7M | Sell |
6,319
-122
| -2% | -$32.9K | 0.88% | 30 |
|
|
2022
Q3 | $1.65M | Hold |
6,441
| – | – | 0.89% | 26 |
|
|
2022
Q2 | $1.62M | Buy |
6,441
+20
| +0.3% | +$5.03K | 0.9% | 27 |
|
|
2022
Q1 | $1.64M | Buy |
6,421
+500
| +8% | +$128K | 0.82% | 28 |
|
|
2021
Q4 | $1.55M | Sell |
5,921
-421
| -7% | -$110K | 1.23% | 20 |
|
|
2021
Q3 | $1.51M | Sell |
6,342
-55
| -0.9% | -$13.1K | 1.19% | 20 |
|
|
2021
Q2 | $1.5M | Sell |
6,397
-221
| -3% | -$51.9K | 1.28% | 21 |
|
|
2021
Q1 | $1.56M | Sell |
6,618
-9
| -0.1% | -$2.12K | 1.25% | 19 |
|
|
2020
Q4 | $1.41M | Buy |
+6,627
| New | +$1.41M | 1.39% | 17 |
|