Gibson 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
Q2 | $201K | Hold |
687
| – | – | 0.15% | 39 |
|
|
2025
Q1 | $215K | Buy |
+687
| New | +$215K | 0.17% | 36 |
|
|
2024
Q4 | – | Sell |
-687
| Closed | -$209K | – | 36 |
|
|
2024
Q3 | $209K | Buy |
+687
| New | +$209K | 0.17% | 35 |
|
|
2022
Q4 | $11.4M | Buy |
43,281
+42,594
| +6,200% | +$11.2M | 0.22% | 34 |
|
|
2022
Q3 | $159K | Hold |
687
| – | – | 0.18% | 35 |
|
|
2022
Q2 | $170K | Hold |
687
| – | – | 0.19% | 32 |
|
|
2022
Q1 | $170K | Hold |
687
| – | – | 0.17% | 30 |
|
|
2021
Q4 | $184K | Buy |
+687
| New | +$184K | 0.19% | 26 |
|