HighMark 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 | $25.8K | Sell |
88
-47
| -35% | -$13.8K | 0.01% | 210 |
|
|
2025
Q1 | $41.9K | Buy |
135
+49
| +57% | +$15.2K | 0.02% | 139 |
|
|
2024
Q4 | $25K | Buy |
86
+2
| +2% | +$581 | 0.01% | 178 |
|
|
2024
Q3 | $25.7K | Buy |
84
+29
| +53% | +$8.86K | 0.01% | 182 |
|
|
2024
Q2 | $14.1K | Hold |
55
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $15.6K | Hold |
55
| – | – | 0.01% | 226 |
|
|
2023
Q4 | $16.4K | Hold |
55
| – | – | 0.01% | 211 |
|
|
2023
Q3 | $14.6K | Hold |
55
| – | – | 0.01% | 214 |
|
|
2023
Q2 | $16.5K | Hold |
55
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $15.4K | Hold |
55
| – | – | 0.01% | 236 |
|
|
2022
Q4 | $14.6K | Hold |
55
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $13K | Hold |
55
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $14K | Hold |
55
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $14K | Buy |
55
+1
| +2% | +$255 | 0.01% | 214 |
|
|
2021
Q4 | $15K | Hold |
54
| – | – | 0.01% | 210 |
|
|
2021
Q3 | $13K | Hold |
54
| – | – | 0.01% | 225 |
|
|
2021
Q2 | $12K | Hold |
54
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $12K | Hold |
54
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $11K | Buy |
54
+1
| +2% | +$204 | 0.01% | 216 |
|
|
2020
Q3 | $12K | Hold |
53
| – | – | 0.01% | 201 |
|
|
2020
Q2 | $10K | Hold |
53
| – | – | 0.01% | 198 |
|
|
2020
Q1 | $8K | Buy |
53
+1
| +2% | +$151 | 0.01% | 170 |
|
|
2019
Q4 | $10K | Buy |
+52
| New | +$10K | 0.01% | 208 |
|