LifeSteps Financial’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 | $318K | Buy |
1,088
+30
| +3% | +$8.76K | 0.22% | 71 |
|
|
2025
Q1 | $330K | Sell |
1,058
-47
| -4% | -$14.7K | 0.27% | 62 |
|
|
2024
Q4 | $320K | Sell |
1,105
-14
| -1% | -$4.06K | 0.25% | 60 |
|
|
2024
Q3 | $341K | Sell |
1,119
-296
| -21% | -$90.1K | 0.27% | 58 |
|
|
2024
Q2 | $361K | Hold |
1,415
| – | – | 0.3% | 55 |
|
|
2024
Q1 | $399K | Hold |
1,415
| – | – | 0.3% | 53 |
|
|
2023
Q4 | $419K | Buy |
+1,415
| New | +$419K | 0.37% | 50 |
|
|
2021
Q4 | – | Sell |
-934
| Closed | -$225K | – | 82 |
|
|
2021
Q3 | $225K | Hold |
934
| – | – | 0.17% | 80 |
|
|
2021
Q2 | $216K | Hold |
934
| – | – | 0.17% | 81 |
|
|
2021
Q1 | $209K | Hold |
934
| – | – | 0.17% | 83 |
|
|
2020
Q4 | $200K | Sell |
934
-200
| -18% | -$42.8K | 0.18% | 83 |
|
|
2020
Q3 | $249K | Sell |
1,134
-84
| -7% | -$18.4K | 0.26% | 64 |
|
|
2020
Q2 | $225K | Buy |
+1,218
| New | +$225K | 0.26% | 64 |
|