Journey Strategic Wealth’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 | $3.65M | Buy |
12,495
+3,604
| +41% | +$1.05M | 0.12% | 62 |
|
|
2025
Q1 | $2.78M | Buy |
8,891
+2,969
| +50% | +$927K | 0.1% | 64 |
|
|
2024
Q4 | $1.72M | Buy |
5,922
+1,332
| +29% | +$386K | 0.06% | 84 |
|
|
2024
Q3 | $1.4M | Buy |
4,590
+1,407
| +44% | +$428K | 0.05% | 98 |
|
|
2024
Q2 | $811K | Buy |
3,183
+984
| +45% | +$251K | 0.03% | 110 |
|
|
2024
Q1 | $620K | Buy |
2,199
+362
| +20% | +$102K | 0.03% | 112 |
|
|
2023
Q4 | $545K | Buy |
1,837
+923
| +101% | +$274K | 0.03% | 99 |
|
|
2023
Q3 | $241K | Sell |
914
-1,344
| -60% | -$354K | 0.01% | 147 |
|
|
2023
Q2 | $674K | Sell |
2,258
-573
| -20% | -$171K | 0.03% | 75 |
|
|
2023
Q1 | $791K | Buy |
2,831
+330
| +13% | +$92.2K | 0.08% | 69 |
|
|
2022
Q4 | $659K | Buy |
2,501
+240
| +11% | +$63.2K | 0.08% | 79 |
|
|
2022
Q3 | $521K | Buy |
+2,261
| New | +$521K | 0.07% | 64 |
|
|
2022
Q2 | – | Sell |
-1,846
| Closed | -$457K | – | 175 |
|
|
2022
Q1 | $457K | Buy |
1,846
+95
| +5% | +$23.5K | 0.05% | 58 |
|
|
2021
Q4 | $469K | Buy |
+1,751
| New | +$469K | 0.05% | 76 |
|