LifeGuide 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 | $317K | Buy |
1,086
+300
| +38% | +$87.7K | 0.12% | 40 |
|
|
2025
Q1 | $246K | Sell |
786
-9
| -1% | -$2.81K | 0.1% | 37 |
|
|
2024
Q4 | $230K | Sell |
795
-6
| -0.7% | -$1.74K | 0.1% | 39 |
|
|
2024
Q3 | $244K | Sell |
801
-17
| -2% | -$5.18K | 0.1% | 39 |
|
|
2024
Q2 | $208K | Buy |
818
+17
| +2% | +$4.33K | 0.1% | 39 |
|
|
2024
Q1 | $226K | Hold |
801
| – | – | 0.11% | 37 |
|
|
2023
Q4 | $238K | Hold |
801
| – | – | 0.13% | 40 |
|
|
2023
Q3 | $211K | Hold |
801
| – | – | 0.12% | 36 |
|
|
2023
Q2 | $239K | Sell |
801
-2
| -0.2% | -$597 | 0.16% | 34 |
|
|
2023
Q1 | $225K | Buy |
+803
| New | +$225K | 0.18% | 30 |
|