Marks Group 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 | $350K | Hold |
1,199
| – | – | 0.03% | 256 |
|
|
2025
Q1 | $375K | Hold |
1,199
| – | – | 0.04% | 260 |
|
|
2024
Q4 | $348K | Hold |
1,199
| – | – | 0.03% | 244 |
|
|
2024
Q3 | $365K | Sell |
1,199
-96
| -7% | -$29.2K | 0.03% | 242 |
|
|
2024
Q2 | $330K | Sell |
1,295
-48
| -4% | -$12.2K | 0.03% | 248 |
|
|
2024
Q1 | $379K | Sell |
1,343
-30
| -2% | -$8.46K | 0.04% | 241 |
|
|
2023
Q4 | $407K | Buy |
1,373
+125
| +10% | +$37.1K | 0.05% | 230 |
|
|
2023
Q3 | $329K | Sell |
1,248
-122
| -9% | -$32.1K | 0.04% | 235 |
|
|
2023
Q2 | $409K | Sell |
1,370
-14
| -1% | -$4.18K | 0.05% | 224 |
|
|
2023
Q1 | $387K | Buy |
1,384
+94
| +7% | +$26.3K | 0.05% | 229 |
|
|
2022
Q4 | $340K | Hold |
1,290
| – | – | 0.05% | 236 |
|
|
2022
Q3 | $298K | Sell |
1,290
-2,518
| -66% | -$582K | 0.05% | 236 |
|
|
2022
Q2 | $940K | Buy |
3,808
+601
| +19% | +$148K | 0.14% | 167 |
|
|
2022
Q1 | $793K | Buy |
3,207
+677
| +27% | +$167K | 0.1% | 191 |
|
|
2021
Q4 | $679K | Buy |
2,530
+574
| +29% | +$154K | 0.08% | 207 |
|
|
2021
Q3 | $469K | Buy |
1,956
+375
| +24% | +$89.9K | 0.06% | 208 |
|
|
2021
Q2 | $368K | Buy |
1,581
+128
| +9% | +$29.8K | 0.05% | 200 |
|
|
2021
Q1 | $330K | Buy |
1,453
+77
| +6% | +$17.5K | 0.05% | 203 |
|
|
2020
Q4 | $295K | Buy |
+1,376
| New | +$295K | 0.05% | 215 |
|