Hemington 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 | $316K | Sell |
1,084
-5
| -0.5% | -$1.46K | 0.05% | 100 |
|
|
2025
Q1 | $340K | Buy |
1,089
+68
| +7% | +$21.2K | 0.05% | 91 |
|
|
2024
Q4 | $295K | Buy |
1,021
+53
| +5% | +$15.3K | 0.07% | 96 |
|
|
2024
Q3 | $282K | Sell |
968
-164
| -14% | -$47.8K | 0.08% | 97 |
|
|
2024
Q2 | $288K | Buy |
1,132
+31
| +3% | +$7.89K | 0.1% | 94 |
|
|
2024
Q1 | $311K | Sell |
1,101
-38
| -3% | -$10.7K | 0.11% | 92 |
|
|
2023
Q4 | $338K | Hold |
1,139
| – | – | 0.13% | 81 |
|
|
2023
Q3 | $300K | Sell |
1,139
-122
| -10% | -$32.1K | 0.14% | 76 |
|
|
2023
Q2 | $376K | Sell |
1,261
-30
| -2% | -$8.95K | 0.15% | 70 |
|
|
2023
Q1 | $360K | Hold |
1,291
| – | – | 0.15% | 71 |
|
|
2022
Q4 | $340K | Sell |
1,291
-24
| -2% | -$6.32K | 0.15% | 71 |
|
|
2022
Q3 | $303K | Buy |
1,315
+214
| +19% | +$49.3K | 0.13% | 72 |
|
|
2022
Q2 | $272K | Sell |
1,101
-30
| -3% | -$7.41K | 0.11% | 85 |
|
|
2022
Q1 | $280K | Buy |
+1,131
| New | +$280K | 0.09% | 93 |
|
|
2021
Q4 | – | Sell |
-1,070
| Closed | -$258K | – | 93 |
|
|
2021
Q3 | $258K | Buy |
1,070
+12
| +1% | +$2.89K | 0.1% | 86 |
|
|
2021
Q2 | $244K | Sell |
1,058
-12
| -1% | -$2.77K | 0.1% | 81 |
|
|
2021
Q1 | $240K | Buy |
+1,070
| New | +$240K | 0.1% | 80 |
|