LongView Wealth 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 | $625K | Sell |
2,140
-94
| -4% | -$27.5K | 0.19% | 98 |
|
2025
Q1 | $698K | Buy |
2,234
+8
| +0.4% | +$2.5K | 0.21% | 93 |
|
2024
Q4 | $645K | Buy |
2,226
+8
| +0.4% | +$2.32K | 0.2% | 98 |
|
2024
Q3 | $676K | Sell |
2,218
-95
| -4% | -$28.9K | 0.22% | 90 |
|
2024
Q2 | $589K | Sell |
2,313
-41
| -2% | -$10.4K | 0.22% | 87 |
|
2024
Q1 | $664K | Buy |
2,354
+8
| +0.3% | +$2.26K | 0.26% | 79 |
|
2023
Q4 | $682K | Buy |
+2,346
| New | +$682K | 0.3% | 71 |
|