Joule Financial’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 | $250K | Buy |
855
+5
| +0.6% | +$1.46K | 0.08% | 96 |
|
|
2025
Q1 | $266K | Sell |
850
-1
| -0.1% | -$312 | 0.09% | 87 |
|
|
2024
Q4 | $247K | Buy |
851
+2
| +0.2% | +$580 | 0.09% | 92 |
|
|
2024
Q3 | $259K | Buy |
849
+28
| +3% | +$8.53K | 0.09% | 92 |
|
|
2024
Q2 | $209K | Buy |
821
+26
| +3% | +$6.63K | 0.09% | 96 |
|
|
2024
Q1 | $224K | Sell |
795
-60
| -7% | -$16.9K | 0.09% | 98 |
|
|
2023
Q4 | $254K | Sell |
855
-73
| -8% | -$21.6K | 0.12% | 88 |
|
|
2023
Q3 | $244K | Buy |
928
+10
| +1% | +$2.63K | 0.12% | 87 |
|
|
2023
Q2 | $274K | Buy |
918
+67
| +8% | +$20K | 0.14% | 82 |
|
|
2023
Q1 | $238K | Sell |
851
-5
| -0.6% | -$1.4K | 0.13% | 89 |
|
|
2022
Q4 | $226K | Sell |
856
-485
| -36% | -$128K | 0.15% | 87 |
|
|
2022
Q3 | $309K | Buy |
1,341
+36
| +3% | +$8.3K | 0.23% | 62 |
|
|
2022
Q2 | $322K | Buy |
+1,305
| New | +$322K | 0.25% | 57 |
|