Marcum Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.03M | Buy |
6,486
+302
| +5% | +$94.3K | 0.18% | 62 |
|
|
2024
Q4 | $1.79M | Buy |
6,184
+4
| +0.1% | +$1.16K | 0.16% | 70 |
|
|
2024
Q3 | $1.88M | Sell |
6,180
-267
| -4% | -$81.3K | 0.17% | 64 |
|
|
2024
Q2 | $1.64M | Sell |
6,447
-348
| -5% | -$88.7K | 0.16% | 67 |
|
|
2024
Q1 | $1.92M | Sell |
6,795
-232
| -3% | -$65.4K | 0.19% | 55 |
|
|
2023
Q4 | $2.08M | Sell |
7,027
-30
| -0.4% | -$8.9K | 0.22% | 50 |
|
|
2023
Q3 | $1.86M | Sell |
7,057
-127
| -2% | -$33.5K | 0.22% | 47 |
|
|
2023
Q2 | $2.14M | Buy |
7,184
+449
| +7% | +$134K | 0.25% | 39 |
|
|
2023
Q1 | $1.88M | Buy |
6,735
+28
| +0.4% | +$7.83K | 0.24% | 47 |
|
|
2022
Q4 | $1.77M | Sell |
6,707
-328
| -5% | -$86.4K | 0.23% | 48 |
|
|
2022
Q3 | $1.62M | Buy |
7,035
+261
| +4% | +$60.2K | 0.25% | 49 |
|
|
2022
Q2 | $1.67M | Sell |
6,774
-82
| -1% | -$20.2K | 0.25% | 50 |
|
|
2022
Q1 | $1.7M | Sell |
6,856
-319
| -4% | -$78.9K | 0.23% | 57 |
|
|
2021
Q4 | $1.92M | Buy |
7,175
+576
| +9% | +$154K | 0.27% | 47 |
|
|
2021
Q3 | $1.59M | Buy |
6,599
+509
| +8% | +$123K | 0.25% | 54 |
|
|
2021
Q2 | $1.41M | Sell |
6,090
-143
| -2% | -$33K | 0.23% | 59 |
|
|
2021
Q1 | $1.4M | Buy |
6,233
+3,210
| +106% | +$719K | 0.23% | 60 |
|
|
2020
Q4 | $649K | Buy |
3,023
+1,627
| +117% | +$349K | 0.15% | 50 |
|
|
2020
Q3 | $306K | Sell |
1,396
-142
| -9% | -$31.1K | 0.09% | 80 |
|
|
2020
Q2 | $284K | Sell |
1,538
-226
| -13% | -$41.7K | 0.09% | 89 |
|
|
2020
Q1 | $292K | Buy |
1,764
+479
| +37% | +$79.3K | 0.11% | 65 |
|
|
2019
Q4 | $254K | Buy |
+1,285
| New | +$254K | 0.1% | 85 |
|