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High Note Wealth’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
933
-14
-1% -$4.09K 0.06% 95
2025
Q1
$296K Sell
947
-2
-0.2% -$625 0.07% 85
2024
Q4
$275K Sell
949
-77
-8% -$22.3K 0.07% 88
2024
Q3
$313K Sell
1,026
-12,705
-93% -$3.87M 0.09% 83
2024
Q2
$3.5M Buy
13,731
+775
+6% +$198K 1.07% 26
2024
Q1
$3.65M Buy
12,956
+510
+4% +$144K 1.19% 24
2023
Q4
$3.69M Sell
12,446
-100
-0.8% -$29.7K 1.39% 23
2023
Q3
$3.31M Buy
12,546
+9
+0.1% +$2.37K 1.37% 23
2023
Q2
$3.74M Sell
12,537
-740
-6% -$221K 1.52% 21
2023
Q1
$3.71M Hold
13,277
1.53% 21
2022
Q4
$3.5M Buy
13,277
+19
+0.1% +$5.01K 1.47% 21
2022
Q3
$3.52M Buy
13,258
+208
+2% +$55.1K 1.4% 22
2022
Q2
$3.22M Buy
13,050
+656
+5% +$162K 1.26% 23
2022
Q1
$3.06M Sell
12,394
-694
-5% -$172K 1.08% 28
2021
Q4
$3.51M Buy
13,088
+417
+3% +$112K 1.18% 32
2021
Q3
$3.06M Buy
12,671
+481
+4% +$116K 1.1% 31
2021
Q2
$2.82M Buy
12,190
+91
+0.8% +$21K 1.02% 35
2021
Q1
$2.71M Buy
12,099
+221
+2% +$49.5K 1.05% 33
2020
Q4
$2.55M Buy
+11,878
New +$2.55M 1.08% 32