IAG Wealth Partners’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 | $160K | Buy |
546
+1
| +0.2% | +$292 | 0.02% | 123 |
|
|
2025
Q1 | $170K | Buy |
545
+150
| +38% | +$46.9K | 0.03% | 113 |
|
|
2024
Q4 | $115K | Hold |
395
| – | – | 0.02% | 125 |
|
|
2024
Q3 | $120K | Sell |
395
-19
| -5% | -$5.79K | 0.02% | 116 |
|
|
2024
Q2 | $106K | Sell |
414
-413
| -50% | -$105K | 0.02% | 118 |
|
|
2024
Q1 | $233K | Buy |
827
+413
| +100% | +$116K | 0.05% | 87 |
|
|
2023
Q4 | $123K | Sell |
414
-122
| -23% | -$36.2K | 0.03% | 101 |
|
|
2023
Q3 | $141K | Buy |
536
+177
| +49% | +$46.6K | 0.04% | 93 |
|
|
2023
Q2 | $107K | Hold |
359
| – | – | 0.03% | 111 |
|
|
2023
Q1 | $100K | Sell |
359
-16
| -4% | -$4.47K | 0.03% | 104 |
|
|
2022
Q4 | $98.8K | Buy |
375
+75
| +25% | +$19.8K | 0.03% | 98 |
|
|
2022
Q3 | $69K | Hold |
300
| – | – | 0.02% | 102 |
|
|
2022
Q2 | $74K | Sell |
300
-19
| -6% | -$4.69K | 0.02% | 102 |
|
|
2022
Q1 | $79K | Buy |
319
+19
| +6% | +$4.71K | 0.02% | 106 |
|
|
2021
Q4 | $80K | Hold |
300
| – | – | 0.03% | 103 |
|
|
2021
Q3 | $73K | Hold |
300
| – | – | 0.03% | 100 |
|
|
2021
Q2 | $70K | Hold |
300
| – | – | 0.03% | 98 |
|
|
2021
Q1 | $68K | Hold |
300
| – | – | 0.03% | 92 |
|
|
2020
Q4 | $65K | Hold |
300
| – | – | 0.03% | 95 |
|
|
2020
Q3 | $66K | Hold |
300
| – | – | 0.03% | 90 |
|
|
2020
Q2 | $56K | Hold |
300
| – | – | 0.03% | 99 |
|
|
2020
Q1 | $50K | Hold |
300
| – | – | 0.03% | 96 |
|
|
2019
Q4 | $60K | Buy |
+300
| New | +$60K | 0.04% | 93 |
|