INVST’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $315K | Sell |
1,008
-447
| -31% | -$140K | 0.04% | 243 |
|
|
2024
Q4 | $422K | Sell |
1,455
-38
| -3% | -$11K | 0.05% | 182 |
|
|
2024
Q3 | $455K | Sell |
1,493
-98
| -6% | -$29.8K | 0.06% | 183 |
|
|
2024
Q2 | $398K | Buy |
1,591
+26
| +2% | +$6.5K | 0.04% | 191 |
|
|
2024
Q1 | $439K | Buy |
1,565
+15
| +1% | +$4.2K | 0.05% | 157 |
|
|
2023
Q4 | $441K | Buy |
1,550
+149
| +11% | +$42.4K | 0.06% | 153 |
|
|
2023
Q3 | $369K | Buy |
1,401
+462
| +49% | +$122K | 0.05% | 156 |
|
|
2023
Q2 | $280K | Buy |
939
+23
| +3% | +$6.86K | 0.04% | 156 |
|
|
2023
Q1 | $270K | Buy |
916
+66
| +8% | +$19.5K | 0.04% | 146 |
|
|
2022
Q4 | $227K | Buy |
+850
| New | +$227K | 0.04% | 152 |
|
|
2022
Q3 | – | Sell |
-855
| Closed | -$223K | – | 177 |
|
|
2022
Q2 | $223K | Sell |
855
-240
| -22% | -$62.6K | 0.03% | 164 |
|
|
2022
Q1 | $271K | Buy |
1,095
+248
| +29% | +$61.4K | 0.04% | 153 |
|
|
2021
Q4 | $210K | Buy |
+847
| New | +$210K | 0.03% | 171 |
|
|
2021
Q3 | – | Sell |
-1,051
| Closed | -$247K | – | 197 |
|
|
2021
Q2 | $247K | Sell |
1,051
-98
| -9% | -$23K | 0.04% | 175 |
|
|
2021
Q1 | $271K | Buy |
+1,149
| New | +$271K | 0.05% | 160 |
|