Koa 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 | – | Sell |
-655
| Closed | -$205K | – | 55 |
|
|
2025
Q1 | $205K | Buy |
+655
| New | +$205K | 0.17% | 47 |
|
|
2024
Q4 | – | Sell |
-665
| Closed | -$202K | – | 51 |
|
|
2024
Q3 | $202K | Buy |
+665
| New | +$202K | 0.16% | 50 |
|
|
2024
Q1 | – | Sell |
-695
| Closed | -$206K | – | 51 |
|
|
2023
Q4 | $206K | Buy |
+695
| New | +$206K | 0.2% | 47 |
|