International Private Wealth 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 | $469K | Sell |
1,605
-63
| -4% | -$18.4K | 0.4% | 62 |
|
|
2025
Q1 | $521K | Buy |
1,668
+53
| +3% | +$16.6K | 0.5% | 47 |
|
|
2024
Q4 | $468K | Buy |
1,615
+51
| +3% | +$14.8K | 0.47% | 52 |
|
|
2024
Q3 | $476K | Sell |
1,564
-65
| -4% | -$19.8K | 0.7% | 31 |
|
|
2024
Q2 | $415K | Sell |
1,629
-14
| -0.9% | -$3.57K | 0.7% | 35 |
|
|
2024
Q1 | $463K | Buy |
1,643
+212
| +15% | +$59.8K | 0.89% | 26 |
|
|
2023
Q4 | $424K | Buy |
+1,431
| New | +$424K | 0.42% | 42 |
|