Innova 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 | $244K | Buy |
836
+2
| +0.2% | +$584 | 0.14% | 89 |
|
|
2025
Q1 | $261K | Hold |
834
| – | – | 0.16% | 79 |
|
|
2024
Q4 | $242K | Buy |
+834
| New | +$242K | 0.15% | 78 |
|
|
2024
Q3 | – | Sell |
-834
| Closed | -$213K | – | 113 |
|
|
2024
Q2 | $213K | Hold |
834
| – | – | 0.15% | 75 |
|
|
2024
Q1 | $235K | Hold |
834
| – | – | 0.18% | 68 |
|
|
2023
Q4 | $247K | Sell |
834
-52
| -6% | -$15.4K | 0.21% | 58 |
|
|
2023
Q3 | $233K | Buy |
886
+26
| +3% | +$6.85K | 0.21% | 47 |
|
|
2023
Q2 | $257K | Buy |
860
+50
| +6% | +$14.9K | 0.22% | 48 |
|
|
2023
Q1 | $226K | Hold |
810
| – | – | 0.2% | 45 |
|
|
2022
Q4 | $213K | Buy |
+810
| New | +$213K | 0.19% | 52 |
|
|
2022
Q2 | – | Sell |
-810
| Closed | -$200K | – | 56 |
|
|
2022
Q1 | $200K | Hold |
810
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $217K | Buy |
+810
| New | +$217K | 0.15% | 68 |
|