Golden State Wealth Management’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 | $808K | Buy |
2,765
+14
| +0.5% | +$4.09K | 0.1% | 164 |
|
|
2025
Q1 | $859K | Buy |
2,751
+289
| +12% | +$90.3K | 0.13% | 140 |
|
|
2024
Q4 | $714K | Buy |
+2,462
| New | +$714K | 0.11% | 154 |
|
|
2022
Q1 | $642K | Sell |
2,598
-556
| -18% | -$137K | 0.13% | 149 |
|
|
2021
Q4 | $845K | Buy |
3,154
+477
| +18% | +$128K | 0.15% | 147 |
|
|
2021
Q3 | $646K | Sell |
2,677
-158
| -6% | -$38.1K | 0.14% | 139 |
|
|
2021
Q2 | $655K | Buy |
2,835
+183
| +7% | +$42.3K | 0.14% | 134 |
|
|
2021
Q1 | $594K | Sell |
2,652
-621
| -19% | -$139K | 0.2% | 87 |
|
|
2020
Q4 | $702K | Buy |
3,273
+496
| +18% | +$106K | 0.2% | 97 |
|
|
2020
Q3 | $609K | Sell |
2,777
-745
| -21% | -$163K | 0.2% | 80 |
|
|
2020
Q2 | $650K | Buy |
3,522
+1,257
| +55% | +$232K | 0.21% | 82 |
|
|
2020
Q1 | $374K | Buy |
2,265
+1,175
| +108% | +$194K | 0.16% | 94 |
|
|
2019
Q4 | $215K | Sell |
1,090
-954
| -47% | -$188K | 0.04% | 53 |
|
|
2019
Q3 | $439K | Buy |
2,044
+469
| +30% | +$101K | 0.14% | 117 |
|
|
2019
Q2 | $327K | Buy |
1,575
+71
| +5% | +$14.7K | 0.1% | 158 |
|
|
2019
Q1 | $286K | Buy |
+1,504
| New | +$286K | 0.1% | 175 |
|