Heritage Wealth Management (California)’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 | $284K | Sell |
972
-2
| -0.2% | -$584 | 0.19% | 67 |
|
|
2025
Q1 | $304K | Buy |
974
+3
| +0.3% | +$937 | 0.23% | 63 |
|
|
2024
Q4 | $281K | Buy |
971
+5
| +0.5% | +$1.45K | 0.2% | 65 |
|
|
2024
Q3 | $294K | Sell |
966
-7
| -0.7% | -$2.13K | 0.21% | 60 |
|
|
2024
Q2 | $248K | Sell |
973
-2
| -0.2% | -$510 | 0.18% | 61 |
|
|
2024
Q1 | $275K | Buy |
975
+5
| +0.5% | +$1.41K | 0.21% | 60 |
|
|
2023
Q4 | $288K | Buy |
+970
| New | +$288K | 0.23% | 55 |
|