LGT 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 | $193K | Buy |
662
+129
| +24% | +$37.7K | 0.49% | 42 |
|
|
2025
Q1 | $166K | Sell |
533
-134
| -20% | -$41.9K | 0.51% | 38 |
|
|
2024
Q4 | $193K | Sell |
667
-16
| -2% | -$4.64K | 0.43% | 43 |
|
|
2024
Q3 | $208K | Sell |
683
-645
| -49% | -$196K | 0.51% | 35 |
|
|
2024
Q2 | $338K | Buy |
1,328
+7
| +0.5% | +$1.78K | 0.71% | 32 |
|
|
2024
Q1 | $372K | Sell |
1,321
-8
| -0.6% | -$2.26K | 0.43% | 46 |
|
|
2023
Q4 | $394K | Buy |
1,329
+5
| +0.4% | +$1.48K | 0.48% | 44 |
|
|
2023
Q3 | $349K | Buy |
1,324
+21
| +2% | +$5.53K | 0.44% | 46 |
|
|
2023
Q2 | $389K | Buy |
1,303
+5
| +0.4% | +$1.49K | 0.41% | 67 |
|
|
2023
Q1 | $363K | Buy |
1,298
+6
| +0.5% | +$1.68K | 0.68% | 39 |
|
|
2022
Q4 | $341K | Buy |
+1,292
| New | +$341K | 0.4% | 52 |
|