Kohmann Bosshard Financial Services’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 | $420K | Hold |
1,437
| – | – | 0.05% | 127 |
|
|
2025
Q1 | $449K | Sell |
1,437
-2
| -0.1% | -$625 | 0.05% | 126 |
|
|
2024
Q4 | $417K | Buy |
1,439
+2
| +0.1% | +$580 | 0.05% | 127 |
|
|
2024
Q3 | $438K | Hold |
1,437
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $366K | Hold |
1,437
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $405K | Buy |
1,437
+282
| +24% | +$79.5K | 0.06% | 130 |
|
|
2023
Q4 | $342K | Buy |
1,155
+30
| +3% | +$8.9K | 0.05% | 134 |
|
|
2023
Q3 | $296K | Hold |
1,125
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $336K | Buy |
1,125
+215
| +24% | +$64.2K | 0.06% | 127 |
|
|
2023
Q1 | $254K | Hold |
910
| – | – | 0.05% | 129 |
|
|
2022
Q4 | $240K | Buy |
+910
| New | +$240K | 0.05% | 133 |
|
|
2022
Q2 | – | Sell |
-810
| Closed | -$200K | – | 146 |
|
|
2022
Q1 | $200K | Sell |
810
-2
| -0.2% | -$494 | 0.04% | 135 |
|
|
2021
Q4 | $218K | Buy |
+812
| New | +$218K | 0.04% | 105 |
|
|
2020
Q3 | – | Sell |
-573
| Closed | -$106K | – | 114 |
|
|
2020
Q2 | $106K | Buy |
+573
| New | +$106K | 0.04% | 121 |
|