Jeppson Wealth Management’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 | $903K | Sell |
3,089
-1
| -0% | -$292 | 0.31% | 80 |
|
|
2025
Q1 | $965K | Sell |
3,090
-218
| -7% | -$68.1K | 0.35% | 74 |
|
|
2024
Q4 | $959K | Buy |
3,308
+101
| +3% | +$29.3K | 0.35% | 74 |
|
|
2024
Q3 | $977K | Sell |
3,207
-132
| -4% | -$40.2K | 0.35% | 73 |
|
|
2024
Q2 | $851K | Buy |
3,339
+67
| +2% | +$17.1K | 0.32% | 76 |
|
|
2024
Q1 | $923K | Sell |
3,272
-300
| -8% | -$84.6K | 0.36% | 73 |
|
|
2023
Q4 | $1.06M | Sell |
3,572
-20
| -0.6% | -$5.93K | 0.44% | 66 |
|
|
2023
Q3 | $946K | Buy |
3,592
+13
| +0.4% | +$3.43K | 0.43% | 61 |
|
|
2023
Q2 | $1.07M | Sell |
3,579
-110
| -3% | -$32.8K | 0.46% | 56 |
|
|
2023
Q1 | $1.03M | Sell |
3,689
-127
| -3% | -$35.5K | 0.45% | 60 |
|
|
2022
Q4 | $1.01M | Sell |
3,816
-50
| -1% | -$13.2K | 0.42% | 55 |
|
|
2022
Q3 | $892K | Buy |
3,866
+127
| +3% | +$29.3K | 0.4% | 60 |
|
|
2022
Q2 | $923K | Buy |
3,739
+1,585
| +74% | +$391K | 0.4% | 60 |
|
|
2022
Q1 | $532K | Hold |
2,154
| – | – | 0.25% | 91 |
|
|
2021
Q4 | $577K | Buy |
2,154
+1
| +0% | +$268 | 0.28% | 80 |
|
|
2021
Q3 | $519K | Hold |
2,153
| – | – | 0.27% | 84 |
|
|
2021
Q2 | $497K | Buy |
2,153
+150
| +7% | +$34.6K | 0.27% | 83 |
|
|
2021
Q1 | $448K | Buy |
2,003
+159
| +9% | +$35.6K | 0.27% | 86 |
|
|
2020
Q4 | $396K | Sell |
1,844
-138
| -7% | -$29.6K | 0.26% | 88 |
|
|
2020
Q3 | $435K | Buy |
+1,982
| New | +$435K | 0.34% | 72 |
|