Madrona Financial Services’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 | $319K | Buy |
1,092
+23
| +2% | +$6.72K | 0.08% | 78 |
|
2025
Q1 | $334K | Sell |
1,069
-1
| -0.1% | -$312 | 0.09% | 74 |
|
2024
Q4 | $310K | Sell |
1,070
-4
| -0.4% | -$1.16K | 0.08% | 80 |
|
2024
Q3 | $327K | Buy |
1,074
+42
| +4% | +$12.8K | 0.09% | 72 |
|
2024
Q2 | $263K | Buy |
1,032
+13
| +1% | +$3.31K | 0.08% | 75 |
|
2024
Q1 | $287K | Hold |
1,019
| – | – | 0.1% | 68 |
|
2023
Q4 | $302K | Sell |
1,019
-8
| -0.8% | -$2.37K | 0.12% | 64 |
|
2023
Q3 | $271K | Buy |
1,027
+99
| +11% | +$26.1K | 0.12% | 76 |
|
2023
Q2 | $277K | Sell |
928
-174
| -16% | -$51.9K | 0.14% | 78 |
|
2023
Q1 | $308K | Buy |
1,102
+199
| +22% | +$55.6K | 0.17% | 63 |
|
2022
Q4 | $238K | Hold |
903
| – | – | 0.14% | 66 |
|
2022
Q3 | $208K | Buy |
903
+65
| +8% | +$15K | 0.13% | 69 |
|
2022
Q2 | $207K | Hold |
838
| – | – | 0.12% | 77 |
|
2022
Q1 | $213K | Hold |
838
| – | – | 0.1% | 76 |
|
2021
Q4 | $225K | Hold |
838
| – | – | 0.1% | 69 |
|
2021
Q3 | $202K | Buy |
+838
| New | +$202K | 0.1% | 64 |
|