Lorne Steinberg 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 | $364K | Hold |
1,247
| – | – | 0.1% | 63 |
|
|
2025
Q1 | $390K | Sell |
1,247
-16
| -1% | -$5K | 0.11% | 62 |
|
|
2024
Q4 | $366K | Hold |
1,263
| – | – | 0.11% | 60 |
|
|
2024
Q3 | $385K | Buy |
1,263
+175
| +16% | +$53.3K | 0.11% | 61 |
|
|
2024
Q2 | $277K | Sell |
1,088
-192
| -15% | -$48.9K | 0.09% | 66 |
|
|
2024
Q1 | $361K | Sell |
1,280
-476
| -27% | -$134K | 0.11% | 62 |
|
|
2023
Q4 | $521K | Sell |
1,756
-90
| -5% | -$26.7K | 0.17% | 60 |
|
|
2023
Q3 | $486K | Hold |
1,846
| – | – | 0.19% | 58 |
|
|
2023
Q2 | $551K | Buy |
1,846
+35
| +2% | +$10.4K | 0.21% | 54 |
|
|
2023
Q1 | $506K | Sell |
1,811
-30
| -2% | -$8.39K | 0.2% | 54 |
|
|
2022
Q4 | $485K | Buy |
1,841
+97
| +6% | +$25.6K | 0.21% | 58 |
|
|
2022
Q3 | $402K | Buy |
1,744
+79
| +5% | +$18.2K | 0.2% | 55 |
|
|
2022
Q2 | $411K | Hold |
1,665
| – | – | 0.19% | 55 |
|
|
2022
Q1 | $412K | Hold |
1,665
| – | – | 0.19% | 53 |
|
|
2021
Q4 | $446K | Buy |
1,665
+143
| +9% | +$38.3K | 0.19% | 53 |
|
|
2021
Q3 | $367K | Hold |
1,522
| – | – | 0.18% | 55 |
|
|
2021
Q2 | $352K | Hold |
1,522
| – | – | 0.17% | 54 |
|
|
2021
Q1 | $341K | Sell |
1,522
-220
| -13% | -$49.3K | 0.18% | 54 |
|
|
2020
Q4 | $375K | Buy |
+1,742
| New | +$375K | 0.23% | 52 |
|