Guardian Wealth Advisors (North Carolina)’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 | $1.16M | Buy |
3,963
+22
| +0.6% | +$6.43K | 0.08% | 123 |
|
|
2025
Q1 | $1.23M | Buy |
3,941
+20
| +0.5% | +$6.25K | 0.1% | 114 |
|
|
2024
Q4 | $1.14M | Buy |
3,921
+332
| +9% | +$96.3K | 0.09% | 118 |
|
|
2024
Q3 | $1.09M | Sell |
3,589
-220
| -6% | -$67K | 0.12% | 98 |
|
|
2024
Q2 | $971K | Sell |
3,809
-74
| -2% | -$18.9K | 0.11% | 100 |
|
|
2024
Q1 | $1.09M | Buy |
3,883
+38
| +1% | +$10.7K | 0.13% | 90 |
|
|
2023
Q4 | $1.14M | Buy |
3,845
+163
| +4% | +$48.3K | 0.17% | 80 |
|
|
2023
Q3 | $970K | Sell |
3,682
-144
| -4% | -$37.9K | 0.16% | 82 |
|
|
2023
Q2 | $1.14M | Buy |
3,826
+137
| +4% | +$40.9K | 0.2% | 70 |
|
|
2023
Q1 | $1.03M | Buy |
3,689
+406
| +12% | +$114K | 0.18% | 72 |
|
|
2022
Q4 | $865K | Sell |
3,283
-95
| -3% | -$25K | 0.17% | 77 |
|
|
2022
Q3 | $780K | Buy |
3,378
+203
| +6% | +$46.9K | 0.15% | 77 |
|
|
2022
Q2 | $784K | Buy |
3,175
+2,003
| +171% | +$495K | 0.14% | 79 |
|
|
2022
Q1 | $290K | Buy |
1,172
+67
| +6% | +$16.6K | 0.13% | 122 |
|
|
2021
Q4 | $296K | Buy |
+1,105
| New | +$296K | 0.13% | 123 |
|