Independent Wealth Network’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 | $236K | Buy |
808
+59
| +8% | +$17.2K | 0.09% | 226 |
|
|
2025
Q1 | $234K | Buy |
749
+13
| +2% | +$4.06K | 0.09% | 210 |
|
|
2024
Q4 | $213K | Buy |
736
+36
| +5% | +$10.4K | 0.09% | 216 |
|
|
2024
Q3 | $213K | Buy |
+700
| New | +$213K | 0.09% | 203 |
|
|
2024
Q2 | – | Sell |
-750
| Closed | -$211K | – | 224 |
|
|
2024
Q1 | $211K | Sell |
750
-113
| -13% | -$31.9K | 0.1% | 199 |
|
|
2023
Q4 | $256K | Buy |
863
+35
| +4% | +$10.4K | 0.13% | 166 |
|
|
2023
Q3 | $218K | Buy |
828
+10
| +1% | +$2.63K | 0.13% | 179 |
|
|
2023
Q2 | $244K | Hold |
818
| – | – | 0.15% | 165 |
|
|
2023
Q1 | $229K | Buy |
818
+20
| +3% | +$5.59K | 0.15% | 162 |
|
|
2022
Q4 | $210K | Buy |
+798
| New | +$210K | 0.14% | 170 |
|
|
2022
Q1 | – | Sell |
-901
| Closed | -$242K | – | 216 |
|
|
2021
Q4 | $242K | Buy |
901
+12
| +1% | +$3.22K | 0.15% | 170 |
|
|
2021
Q3 | $223K | Buy |
+889
| New | +$223K | 0.15% | 178 |
|