Legend Financial 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 | $31.9K | Buy |
+109
| New | +$31.9K | 0.02% | 72 |
|
|
2025
Q1 | – | Sell |
-105
| Closed | -$30.5K | – | 160 |
|
|
2024
Q4 | $30.5K | Hold |
105
| – | – | 0.02% | 69 |
|
|
2024
Q3 | $32K | Sell |
105
-42
| -29% | -$12.8K | 0.02% | 60 |
|
|
2024
Q2 | $37.5K | Buy |
147
+105
| +250% | +$26.8K | 0.03% | 70 |
|
|
2024
Q1 | $11.8K | Sell |
42
-101
| -71% | -$28.5K | 0.01% | 127 |
|
|
2023
Q4 | $42.5K | Hold |
143
| – | – | 0.03% | 60 |
|
|
2023
Q3 | $37.7K | Hold |
143
| – | – | 0.03% | 70 |
|
|
2023
Q2 | $42.7K | Hold |
143
| – | – | 0.04% | 68 |
|
|
2023
Q1 | $40K | Hold |
143
| – | – | 0.03% | 71 |
|
|
2022
Q4 | $37.7K | Hold |
143
| – | – | 0.03% | 79 |
|
|
2022
Q3 | $33K | Buy |
+143
| New | +$33K | 0.03% | 75 |
|
|
2020
Q2 | – | Sell |
-1,246
| Closed | -$206K | – | 34 |
|
|
2020
Q1 | $206K | Buy |
1,246
+102
| +9% | +$16.9K | 0.19% | 27 |
|
|
2019
Q4 | $226K | Hold |
1,144
| – | – | 0.19% | 29 |
|
|
2019
Q3 | $246K | Buy |
1,144
+64
| +6% | +$13.8K | 0.21% | 30 |
|
|
2019
Q2 | $224K | Sell |
1,080
-64
| -6% | -$13.3K | 0.2% | 33 |
|
|
2019
Q1 | $217K | Hold |
1,144
| – | – | 0.24% | 32 |
|
|
2018
Q4 | $203K | Buy |
+1,144
| New | +$203K | 0.3% | 27 |
|