Heirloom 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
Q1 | – | Sell |
-29,896
| Closed | -$8.67M | – | 44 |
|
|
2024
Q4 | $8.67M | Buy |
29,896
+1,966
| +7% | +$570K | 2.6% | 14 |
|
|
2024
Q3 | $8.51M | Buy |
27,930
+698
| +3% | +$213K | 2.65% | 14 |
|
|
2024
Q2 | $6.94M | Sell |
27,232
-76
| -0.3% | -$19.4K | 2.25% | 16 |
|
|
2024
Q1 | $7.7M | Sell |
27,308
-639
| -2% | -$180K | 2.62% | 13 |
|
|
2023
Q4 | $8.29M | Buy |
27,947
+561
| +2% | +$166K | 3.18% | 10 |
|
|
2023
Q3 | $7.21M | Sell |
27,386
-568
| -2% | -$150K | 3.21% | 10 |
|
|
2023
Q2 | $8.34M | Buy |
27,954
+1,263
| +5% | +$377K | 3.62% | 11 |
|
|
2023
Q1 | $7.46M | Buy |
26,691
+11,554
| +76% | +$3.23M | 3.56% | 12 |
|
|
2022
Q4 | $3.99M | Buy |
+15,137
| New | +$3.99M | 2.48% | 15 |
|