Global Wealth Management Investment 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 | $3.83M | Sell |
13,115
-280
| -2% | -$81.8K | 0.72% | 52 |
|
|
2025
Q1 | $4.18M | Buy |
13,395
+157
| +1% | +$49K | 0.84% | 44 |
|
|
2024
Q4 | $3.84M | Buy |
13,238
+438
| +3% | +$127K | 0.79% | 43 |
|
|
2024
Q3 | $3.9M | Buy |
12,800
+3,546
| +38% | +$1.08M | 0.84% | 40 |
|
|
2024
Q2 | $2.36M | Buy |
9,254
+937
| +11% | +$239K | 0.55% | 59 |
|
|
2024
Q1 | $2.35M | Buy |
8,317
+218
| +3% | +$61.5K | 0.57% | 59 |
|
|
2023
Q4 | $2.4M | Buy |
8,099
+7,832
| +2,933% | +$2.32M | 0.62% | 54 |
|
|
2023
Q3 | $70.3K | Sell |
267
-16
| -6% | -$4.22K | 0.02% | 174 |
|
|
2023
Q2 | $84.5K | Buy |
+283
| New | +$84.5K | 0.02% | 169 |
|
|
2022
Q3 | – | Sell |
-382
| Closed | -$94K | – | 332 |
|
|
2022
Q2 | $94K | Buy |
382
+15
| +4% | +$3.69K | 0.03% | 155 |
|
|
2022
Q1 | $91K | Hold |
367
| – | – | 0.03% | 165 |
|
|
2021
Q4 | $98K | Hold |
367
| – | – | 0.03% | 163 |
|
|
2021
Q3 | $88K | Buy |
367
+100
| +37% | +$24K | 0.03% | 175 |
|
|
2021
Q2 | $62K | Hold |
267
| – | – | 0.02% | 188 |
|
|
2021
Q1 | $60K | Sell |
267
-10
| -4% | -$2.25K | 0.02% | 188 |
|
|
2020
Q4 | $59K | Buy |
277
+60
| +28% | +$12.8K | 0.02% | 177 |
|
|
2020
Q3 | $48K | Hold |
217
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $40K | Hold |
217
| – | – | 0.02% | 212 |
|
|
2020
Q1 | $36K | Buy |
217
+7
| +3% | +$1.16K | 0.02% | 189 |
|
|
2019
Q4 | $41K | Sell |
210
-24
| -10% | -$4.69K | 0.02% | 199 |
|
|
2019
Q3 | $50K | Buy |
234
+186
| +388% | +$39.7K | 0.02% | 165 |
|
|
2019
Q2 | $10K | Sell |
48
-168
| -78% | -$35K | ﹤0.01% | 367 |
|
|
2019
Q1 | $41K | Sell |
216
-302
| -58% | -$57.3K | 0.02% | 224 |
|
|
2018
Q4 | $92K | Buy |
+518
| New | +$92K | 0.05% | 184 |
|