Independent Solutions 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 | $2.79M | Buy |
9,543
+416
| +5% | +$122K | 0.54% | 57 |
|
|
2025
Q1 | $2.85M | Buy |
9,127
+96
| +1% | +$30K | 0.64% | 49 |
|
|
2024
Q4 | $2.62M | Buy |
9,031
+92
| +1% | +$26.7K | 0.57% | 53 |
|
|
2024
Q3 | $2.72M | Buy |
8,939
+1,081
| +14% | +$329K | 0.62% | 47 |
|
|
2024
Q2 | $2M | Buy |
7,858
+2,966
| +61% | +$756K | 0.46% | 69 |
|
|
2024
Q1 | $1.38M | Buy |
4,892
+349
| +8% | +$98.4K | 0.33% | 85 |
|
|
2023
Q4 | $1.35M | Buy |
4,543
+2,610
| +135% | +$774K | 0.35% | 80 |
|
|
2023
Q3 | $509K | Sell |
1,933
-266
| -12% | -$70.1K | 0.13% | 128 |
|
|
2023
Q2 | $656K | Sell |
2,199
-86
| -4% | -$25.7K | 0.17% | 112 |
|
|
2023
Q1 | $639K | Sell |
2,285
-512
| -18% | -$143K | 0.19% | 105 |
|
|
2022
Q4 | $737K | Sell |
2,797
-136
| -5% | -$35.8K | 0.22% | 99 |
|
|
2022
Q3 | $677K | Buy |
2,933
+317
| +12% | +$73.1K | 0.22% | 94 |
|
|
2022
Q2 | $646K | Buy |
2,616
+719
| +38% | +$177K | 0.2% | 98 |
|
|
2022
Q1 | $469K | Sell |
1,897
-184
| -9% | -$45.5K | 0.11% | 139 |
|
|
2021
Q4 | $558K | Buy |
2,081
+150
| +8% | +$40.2K | 0.13% | 130 |
|
|
2021
Q3 | $466K | Sell |
1,931
-361
| -16% | -$87K | 0.12% | 138 |
|
|
2021
Q2 | $529K | Buy |
+2,292
| New | +$529K | 0.13% | 132 |
|
|
2020
Q1 | – | Sell |
-1,301
| Closed | -$257K | – | 138 |
|
|
2019
Q4 | $257K | Buy |
+1,301
| New | +$257K | 0.11% | 137 |
|