Levy Wealth Management Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $201K | Sell |
788
-102
| -11% | -$26K | 0.05% | 101 |
|
|
2024
Q1 | $264K | Hold |
890
| – | – | 0.07% | 87 |
|
|
2023
Q4 | $264K | Buy |
890
+1
| +0.1% | +$296 | 0.07% | 87 |
|
|
2023
Q3 | $234K | Buy |
889
+1
| +0.1% | +$263 | 0.07% | 99 |
|
|
2023
Q2 | $265K | Buy |
888
+2
| +0.2% | +$597 | 0.08% | 97 |
|
|
2023
Q1 | $248K | Buy |
886
+1
| +0.1% | +$280 | 0.08% | 94 |
|
|
2022
Q4 | $233K | Sell |
885
-23
| -3% | -$6.06K | 0.08% | 84 |
|
|
2022
Q3 | $210K | Buy |
+908
| New | +$210K | 0.09% | 75 |
|