Gray Private Wealth’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 | $667K | Buy |
2,284
+100
| +5% | +$29.2K | 0.36% | 19 |
|
|
2025
Q1 | $682K | Sell |
2,184
-9
| -0.4% | -$2.81K | 0.41% | 19 |
|
|
2024
Q4 | $636K | Sell |
2,193
-32
| -1% | -$9.28K | 0.38% | 22 |
|
|
2024
Q3 | $678K | Sell |
2,225
-138
| -6% | -$42K | 0.4% | 19 |
|
|
2024
Q2 | $602K | Sell |
2,363
-235
| -9% | -$59.9K | 0.39% | 20 |
|
|
2024
Q1 | $733K | Buy |
+2,598
| New | +$733K | 0.48% | 18 |
|