Gries Financial’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 | $246K | Sell |
842
-114
| -12% | -$33.3K | 0.04% | 244 |
|
|
2025
Q1 | $299K | Sell |
956
-279
| -23% | -$87.2K | 0.06% | 207 |
|
|
2024
Q4 | $358K | Buy |
1,235
+463
| +60% | +$134K | 0.06% | 191 |
|
|
2024
Q3 | $235K | Buy |
+772
| New | +$235K | 0.04% | 234 |
|
|
2023
Q4 | – | Sell |
-1,027
| Closed | -$271K | – | 221 |
|
|
2023
Q3 | $271K | Sell |
1,027
-273
| -21% | -$71.9K | 0.07% | 163 |
|
|
2023
Q2 | $388K | Buy |
1,300
+130
| +11% | +$38.8K | 0.11% | 129 |
|
|
2023
Q1 | $327K | Sell |
1,170
-120
| -9% | -$33.6K | 0.1% | 137 |
|
|
2022
Q4 | $340K | Hold |
1,290
| – | – | 0.11% | 122 |
|
|
2022
Q3 | $298K | Sell |
1,290
-119
| -8% | -$27.5K | 0.13% | 122 |
|
|
2022
Q2 | $348K | Buy |
1,409
+15
| +1% | +$3.71K | 0.17% | 98 |
|
|
2022
Q1 | $345K | Sell |
1,394
-118
| -8% | -$29.2K | 0.13% | 123 |
|
|
2021
Q4 | $405K | Buy |
1,512
+410
| +37% | +$110K | 0.17% | 117 |
|
|
2021
Q3 | $266K | Buy |
1,102
+124
| +13% | +$29.9K | 0.08% | 141 |
|
|
2021
Q2 | $230K | Hold |
978
| – | – | 0.07% | 155 |
|
|
2021
Q1 | $225K | Buy |
+978
| New | +$225K | 0.07% | 158 |
|