Madison 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 | $311K | Sell |
1,065
-75
| -7% | -$21.9K | 0.07% | 120 |
|
|
2025
Q1 | $356K | Buy |
1,140
+42
| +4% | +$13.1K | 0.09% | 100 |
|
|
2024
Q4 | $318K | Buy |
1,098
+26
| +2% | +$7.53K | 0.09% | 114 |
|
|
2024
Q3 | $326K | Buy |
1,072
+17
| +2% | +$5.18K | 0.1% | 108 |
|
|
2024
Q2 | $269K | Hold |
1,055
| – | – | 0.09% | 105 |
|
|
2024
Q1 | $297K | Hold |
1,055
| – | – | 0.11% | 96 |
|
|
2023
Q4 | $313K | Buy |
1,055
+294
| +39% | +$87.2K | 0.12% | 89 |
|
|
2023
Q3 | $200K | Buy |
761
+9
| +1% | +$2.37K | 0.1% | 92 |
|
|
2023
Q2 | $224K | Sell |
752
-14
| -2% | -$4.18K | 0.1% | 87 |
|
|
2023
Q1 | $214K | Buy |
+766
| New | +$214K | 0.11% | 79 |
|