Invenio 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 | $382K | Buy |
1,308
+32
| +3% | +$9.35K | 0.15% | 67 |
|
|
2025
Q1 | $399K | Buy |
1,276
+242
| +23% | +$75.6K | 0.17% | 59 |
|
|
2024
Q4 | $300K | Buy |
1,034
+2
| +0.2% | +$580 | 0.13% | 75 |
|
|
2024
Q3 | $314K | Buy |
1,032
+18
| +2% | +$5.48K | 0.14% | 72 |
|
|
2024
Q2 | $258K | Sell |
1,014
-6
| -0.6% | -$1.53K | 0.13% | 83 |
|
|
2024
Q1 | $288K | Buy |
1,020
+148
| +17% | +$41.7K | 0.16% | 74 |
|
|
2023
Q4 | $259K | Buy |
+872
| New | +$259K | 0.19% | 75 |
|