InceptionR’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 | $640K | Buy |
+2,191
| New | +$640K | 0.15% | 252 |
|
2025
Q1 | – | Sell |
-4,775
| Closed | -$1.38M | – | 720 |
|
2024
Q4 | $1.38M | Sell |
4,775
-951
| -17% | -$276K | 0.31% | 87 |
|
2024
Q3 | $1.74M | Sell |
5,726
-1,368
| -19% | -$417K | 0.43% | 25 |
|
2024
Q2 | $1.81M | Buy |
+7,094
| New | +$1.81M | 0.51% | 10 |
|
2024
Q1 | – | Sell |
-3,015
| Closed | -$894K | – | 659 |
|
2023
Q4 | $894K | Buy |
+3,015
| New | +$894K | 0.64% | 7 |
|