Goepper Burkhardt’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 | $346K | Hold |
1,184
| – | – | 0.13% | 73 |
|
|
2025
Q1 | $370K | Hold |
1,184
| – | – | 0.15% | 68 |
|
|
2024
Q4 | $343K | Hold |
1,184
| – | – | 0.14% | 62 |
|
|
2024
Q3 | $361K | Hold |
1,184
| – | – | 0.15% | 62 |
|
|
2024
Q2 | $302K | Hold |
1,184
| – | – | 0.14% | 64 |
|
|
2024
Q1 | $326K | Sell |
1,184
-1
| -0.1% | -$275 | 0.15% | 62 |
|
|
2023
Q4 | $343K | Sell |
1,185
-5
| -0.4% | -$1.45K | 0.17% | 58 |
|
|
2023
Q3 | $313K | Hold |
1,190
| – | – | 0.19% | 49 |
|
|
2023
Q2 | $355K | Buy |
1,190
+6
| +0.5% | +$1.79K | 0.21% | 46 |
|
|
2023
Q1 | $331K | Hold |
1,184
| – | – | 0.22% | 44 |
|
|
2022
Q4 | $312K | Buy |
+1,184
| New | +$312K | 0.22% | 42 |
|