Lifestyle Asset Management’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 | $229K | Sell |
784
-12
| -2% | -$3.51K | 0.11% | 118 |
|
|
2025
Q1 | $249K | Buy |
796
+6
| +0.8% | +$1.87K | 0.14% | 95 |
|
|
2024
Q4 | $229K | Buy |
790
+54
| +7% | +$15.7K | 0.12% | 95 |
|
|
2024
Q3 | $224K | Buy |
+736
| New | +$224K | 0.12% | 94 |
|
|
2024
Q2 | – | Sell |
-720
| Closed | -$203K | – | 104 |
|
|
2024
Q1 | $203K | Sell |
720
-354
| -33% | -$99.8K | 0.12% | 103 |
|
|
2023
Q4 | $318K | Sell |
1,074
-28
| -3% | -$8.3K | 0.18% | 55 |
|
|
2023
Q3 | $290K | Buy |
1,102
+245
| +29% | +$64.5K | 0.18% | 54 |
|
|
2023
Q2 | $256K | Sell |
857
-45
| -5% | -$13.4K | 0.15% | 58 |
|
|
2023
Q1 | $252K | Buy |
902
+50
| +6% | +$14K | 0.17% | 53 |
|
|
2022
Q4 | $225K | Buy |
+852
| New | +$225K | 0.18% | 59 |
|