Kingswood Wealth Advisors’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 | $1.88M | Buy |
6,449
+202
| +3% | +$59K | 0.15% | 151 |
|
|
2025
Q1 | $1.95M | Sell |
6,247
-2,438
| -28% | -$762K | 0.18% | 142 |
|
|
2024
Q4 | $2.52M | Sell |
8,685
-2,181
| -20% | -$632K | 0.19% | 121 |
|
|
2024
Q3 | $3.31M | Buy |
10,866
+5,593
| +106% | +$1.7M | 0.24% | 101 |
|
|
2024
Q2 | $1.34M | Sell |
5,273
-1,028
| -16% | -$262K | 0.12% | 182 |
|
|
2024
Q1 | $1.78M | Sell |
6,301
-167
| -3% | -$47.1K | 0.2% | 121 |
|
|
2023
Q4 | $1.92M | Buy |
6,468
+3,140
| +94% | +$931K | 0.22% | 109 |
|
|
2023
Q3 | $2.03M | Buy |
3,328
+1,422
| +75% | +$865K | 0.35% | 75 |
|
|
2023
Q2 | $569K | Buy |
+1,906
| New | +$569K | 0.18% | 125 |
|