Lockerman Financial Group’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 | $363K | Sell |
1,244
-121
| -9% | -$35.4K | 0.49% | 67 |
|
|
2025
Q1 | $426K | Sell |
1,365
-7
| -0.5% | -$2.19K | 0.64% | 45 |
|
|
2024
Q4 | $398K | Buy |
1,372
+13
| +1% | +$3.77K | 0.68% | 46 |
|
|
2024
Q3 | $414K | Buy |
1,359
+163
| +14% | +$49.6K | 0.7% | 43 |
|
|
2024
Q2 | $305K | Buy |
1,196
+210
| +21% | +$53.5K | 0.55% | 62 |
|
|
2024
Q1 | $278K | Sell |
986
-4
| -0.4% | -$1.13K | 0.53% | 67 |
|
|
2023
Q4 | $294K | Buy |
990
+8
| +0.8% | +$2.37K | 0.68% | 48 |
|
|
2023
Q3 | $259K | Sell |
982
-13
| -1% | -$3.43K | 0.7% | 54 |
|
|
2023
Q2 | $297K | Sell |
995
-29
| -3% | -$8.65K | 0.82% | 39 |
|
|
2023
Q1 | $286K | Sell |
1,024
-18
| -2% | -$5.03K | 0.79% | 44 |
|
|
2022
Q4 | $275K | Buy |
+1,042
| New | +$275K | 0.8% | 47 |
|