Marshall Financial Group (Maryland)’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 | $2.96M | Buy |
10,096
+43
| +0.4% | +$12.6K | 0.58% | 33 |
|
|
2025
Q1 | $3.14M | Sell |
10,053
-11
| -0.1% | -$3.44K | 0.69% | 29 |
|
|
2024
Q4 | $2.92M | Buy |
10,064
+99
| +1% | +$28.7K | 0.71% | 30 |
|
|
2024
Q3 | $3.03M | Buy |
9,965
+357
| +4% | +$109K | 0.73% | 27 |
|
|
2024
Q2 | $2.45M | Buy |
9,608
+235
| +3% | +$59.9K | 0.68% | 33 |
|
|
2024
Q1 | $2.64M | Buy |
9,373
+350
| +4% | +$98.7K | 0.76% | 28 |
|
|
2023
Q4 | $2.68M | Buy |
9,023
+458
| +5% | +$136K | 0.86% | 23 |
|
|
2023
Q3 | $2.26M | Sell |
8,565
-173
| -2% | -$45.6K | 0.81% | 29 |
|
|
2023
Q2 | $2.61M | Buy |
8,738
+51
| +0.6% | +$15.2K | 0.89% | 25 |
|
|
2023
Q1 | $2.43M | Sell |
8,687
-281
| -3% | -$78.6K | 0.87% | 28 |
|
|
2022
Q4 | $2.36M | Buy |
8,968
+474
| +6% | +$125K | 0.92% | 27 |
|
|
2022
Q3 | $1.96M | Buy |
8,494
+251
| +3% | +$57.9K | 0.83% | 26 |
|
|
2022
Q2 | $2.04M | Buy |
8,243
+2,057
| +33% | +$508K | 0.81% | 26 |
|
|
2022
Q1 | $1.53M | Buy |
6,186
+174
| +3% | +$43K | 0.63% | 42 |
|
|
2021
Q4 | $1.61M | Buy |
6,012
+4,019
| +202% | +$1.08M | 0.59% | 42 |
|
|
2021
Q3 | $481K | Buy |
1,993
+625
| +46% | +$151K | 0.25% | 125 |
|
|
2021
Q2 | $316K | Buy |
1,368
+249
| +22% | +$57.5K | 0.17% | 147 |
|
|
2021
Q1 | $251K | Sell |
1,119
-26
| -2% | -$5.83K | 0.15% | 121 |
|
|
2020
Q4 | $246K | Buy |
+1,145
| New | +$246K | 0.16% | 113 |
|