Inspire Advisors’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 | – | Sell |
-735
| Closed | -$230K | – | 537 |
|
|
2025
Q1 | $230K | Sell |
735
-3
| -0.4% | -$937 | 0.03% | 381 |
|
|
2024
Q4 | $214K | Buy |
738
+10
| +1% | +$2.9K | 0.03% | 355 |
|
|
2024
Q3 | $222K | Buy |
+728
| New | +$222K | 0.03% | 351 |
|
|
2024
Q2 | – | Sell |
-804
| Closed | -$227K | – | 435 |
|
|
2024
Q1 | $227K | Sell |
804
-37
| -4% | -$10.4K | 0.03% | 299 |
|
|
2023
Q4 | $249K | Buy |
+841
| New | +$249K | 0.04% | 258 |
|
|
2021
Q1 | – | Sell |
-114
| Closed | -$24K | – | 464 |
|
|
2020
Q4 | $24K | Buy |
+114
| New | +$24K | 0.01% | 363 |
|