Investmark Advisory Group’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 | $313K | Buy |
1,071
+4
| +0.4% | +$1.17K | 0.15% | 98 |
|
|
2025
Q1 | $333K | Buy |
1,067
+3
| +0.3% | +$938 | 0.16% | 88 |
|
|
2024
Q4 | $308K | Sell |
1,064
-149
| -12% | -$43.2K | 0.15% | 94 |
|
|
2024
Q3 | $370K | Buy |
1,213
+60
| +5% | +$18.3K | 0.18% | 86 |
|
|
2024
Q2 | $294K | Buy |
1,153
+3
| +0.3% | +$765 | 0.16% | 91 |
|
|
2024
Q1 | $324K | Sell |
1,150
-72
| -6% | -$20.3K | 0.18% | 89 |
|
|
2023
Q4 | $362K | Buy |
1,222
+19
| +2% | +$5.64K | 0.21% | 81 |
|
|
2023
Q3 | $317K | Sell |
1,203
-3
| -0.2% | -$790 | 0.21% | 78 |
|
|
2023
Q2 | $360K | Sell |
1,206
-98
| -8% | -$29.2K | 0.24% | 75 |
|
|
2023
Q1 | $364K | Buy |
1,304
+5
| +0.4% | +$1.4K | 0.27% | 66 |
|
|
2022
Q4 | $342K | Buy |
1,299
+50
| +4% | +$13.2K | 0.25% | 74 |
|
|
2022
Q3 | $288K | Buy |
1,249
+157
| +14% | +$36.2K | 0.26% | 68 |
|
|
2022
Q2 | $269K | Buy |
1,092
+5
| +0.5% | +$1.23K | 0.27% | 61 |
|
|
2022
Q1 | $268K | Sell |
1,087
-51
| -4% | -$12.6K | 0.28% | 69 |
|
|
2021
Q4 | $305K | Buy |
+1,138
| New | +$305K | 0.29% | 60 |
|