Insigneo Advisory Services’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 | $2.32M | Buy |
7,931
+72
| +0.9% | +$21K | 0.2% | 96 |
|
|
2025
Q1 | $2.45M | Buy |
7,859
+300
| +4% | +$93.7K | 0.25% | 79 |
|
|
2024
Q4 | $2.19M | Sell |
7,559
-2,232
| -23% | -$647K | 0.23% | 85 |
|
|
2024
Q3 | $2.98M | Sell |
9,791
-594
| -6% | -$181K | 0.3% | 62 |
|
|
2024
Q2 | $2.79M | Sell |
10,385
-1,015
| -9% | -$272K | 0.31% | 61 |
|
|
2024
Q1 | $3.21M | Buy |
11,400
+1,180
| +12% | +$333K | 0.38% | 49 |
|
|
2023
Q4 | $3.03M | Buy |
10,220
+3,027
| +42% | +$897K | 0.43% | 40 |
|
|
2023
Q3 | $1.89M | Buy |
7,193
+551
| +8% | +$145K | 0.39% | 52 |
|
|
2023
Q2 | $1.98M | Buy |
6,642
+2,779
| +72% | +$829K | 0.38% | 56 |
|
|
2023
Q1 | $1.08M | Buy |
3,863
+111
| +3% | +$31K | 0.34% | 62 |
|
|
2022
Q4 | $989K | Buy |
+3,752
| New | +$989K | 0.37% | 58 |
|