Global Assets Advisory’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 | $432K | Buy |
+1,451
| New | +$432K | 0.17% | 127 |
|
2024
Q4 | – | Sell |
-1,549
| Closed | -$469K | – | 164 |
|
2024
Q3 | $469K | Buy |
+1,549
| New | +$469K | 0.26% | 86 |
|
2024
Q2 | – | Sell |
-189,210
| Closed | -$675K | – | 325 |
|
2024
Q1 | $675K | Buy |
+189,210
| New | +$675K | 0.03% | 291 |
|