LMG Wealth Partners’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 | $5.57M | Buy |
19,057
+455
| +2% | +$133K | 1.14% | 30 |
|
|
2025
Q1 | $5.81M | Buy |
18,602
+123
| +0.7% | +$38.4K | 1.29% | 26 |
|
|
2024
Q4 | $5.36M | Buy |
18,479
+401
| +2% | +$116K | 1.17% | 32 |
|
|
2024
Q3 | $5.5M | Buy |
18,078
+710
| +4% | +$216K | 1.26% | 30 |
|
|
2024
Q2 | $4.43M | Buy |
17,368
+895
| +5% | +$228K | 1.1% | 32 |
|
|
2024
Q1 | $4.64M | Sell |
16,473
-816
| -5% | -$230K | 1.17% | 31 |
|
|
2023
Q4 | $5.13M | Buy |
17,289
+1,024
| +6% | +$304K | 1.42% | 28 |
|
|
2023
Q3 | $4.28M | Buy |
16,265
+825
| +5% | +$217K | 1.31% | 30 |
|
|
2023
Q2 | $4.61M | Buy |
15,440
+415
| +3% | +$124K | 1.41% | 29 |
|
|
2023
Q1 | $4.2M | Buy |
15,025
+1,406
| +10% | +$393K | 1.36% | 30 |
|
|
2022
Q4 | $3.73M | Buy |
+13,619
| New | +$3.73M | 1.23% | 31 |
|