Greenwich 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 | $696K | Buy |
2,384
+18
| +0.8% | +$5.26K | 0.03% | 151 |
|
|
2025
Q1 | $739K | Sell |
2,366
-135
| -5% | -$42.2K | 0.06% | 137 |
|
|
2024
Q4 | $725K | Buy |
2,501
+43
| +2% | +$12.5K | 0.05% | 137 |
|
|
2024
Q3 | $749K | Buy |
2,458
+149
| +6% | +$45.4K | 0.05% | 135 |
|
|
2024
Q2 | $588K | Buy |
2,309
+106
| +5% | +$27K | 0.04% | 147 |
|
|
2024
Q1 | $621K | Sell |
2,203
-531
| -19% | -$150K | 0.05% | 151 |
|
|
2023
Q4 | $811K | Sell |
2,734
-1
| -0% | -$297 | 0.08% | 123 |
|
|
2023
Q3 | $721K | Buy |
2,735
+437
| +19% | +$115K | 0.08% | 128 |
|
|
2023
Q2 | $686K | Sell |
2,298
-85
| -4% | -$25.4K | 0.07% | 137 |
|
|
2023
Q1 | $666K | Buy |
2,383
+17
| +0.7% | +$4.75K | 0.07% | 139 |
|
|
2022
Q4 | $624K | Buy |
2,366
+57
| +2% | +$15K | 0.07% | 142 |
|
|
2022
Q3 | $533K | Buy |
2,309
+131
| +6% | +$30.2K | 0.06% | 150 |
|
|
2022
Q2 | $538K | Sell |
2,178
-30
| -1% | -$7.41K | 0.07% | 153 |
|
|
2022
Q1 | $546K | Sell |
2,208
-54
| -2% | -$13.4K | 0.06% | 154 |
|
|
2021
Q4 | $606K | Buy |
2,262
+43
| +2% | +$11.5K | 0.05% | 147 |
|
|
2021
Q3 | $535K | Buy |
+2,219
| New | +$535K | 0.04% | 151 |
|
|
2018
Q2 | – | Sell |
-1,374
| Closed | -$215K | – | 181 |
|
|
2018
Q1 | $215K | Sell |
1,374
-192
| -12% | -$30K | 0.03% | 159 |
|
|
2017
Q4 | $270K | Buy |
1,566
+5
| +0.3% | +$862 | 0.05% | 152 |
|
|
2017
Q3 | $245K | Buy |
1,561
+76
| +5% | +$11.9K | 0.04% | 153 |
|
|
2017
Q2 | $228K | Sell |
1,485
-138
| -9% | -$21.2K | 0.04% | 158 |
|
|
2017
Q1 | $210K | Buy |
+1,623
| New | +$210K | 0.03% | 164 |
|
|
2015
Q2 | – | Sell |
-6,213
| Closed | -$605K | – | 176 |
|
|
2015
Q1 | $605K | Buy |
6,213
+2,046
| +49% | +$199K | 0.07% | 124 |
|
|
2014
Q4 | $390K | Sell |
4,167
-1,236
| -23% | -$116K | 0.03% | 142 |
|
|
2014
Q3 | $512K | Buy |
+5,403
| New | +$512K | 0.03% | 132 |
|