McClarren Financial Advisors’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 | – | Sell |
-170
| Closed | -$49K | – | 338 |
|
|
2024
Q4 | $49K | Buy |
+170
| New | +$49K | 0.14% | 83 |
|
|
2024
Q3 | – | Sell |
-509
| Closed | -$43K | – | 313 |
|
|
2024
Q2 | $43K | Buy |
509
+330
| +184% | +$27.9K | 0.03% | 154 |
|
|
2024
Q1 | $51K | Sell |
179
-4
| -2% | -$1.14K | 0.04% | 143 |
|
|
2023
Q4 | $54K | Buy |
183
+1
| +0.5% | +$295 | 0.04% | 154 |
|
|
2023
Q3 | $48K | Hold |
182
| – | – | 0.04% | 148 |
|
|
2023
Q2 | $54K | Sell |
182
-8
| -4% | -$2.37K | 0.04% | 147 |
|
|
2023
Q1 | $51K | Hold |
190
| – | – | 0.05% | 141 |
|
|
2022
Q4 | $50K | Buy |
190
+1
| +0.5% | +$263 | 0.05% | 146 |
|
|
2022
Q3 | $43K | Buy |
+189
| New | +$43K | 0.04% | 146 |
|
|
2022
Q2 | – | Sell |
-193
| Closed | -$47K | – | 166 |
|
|
2022
Q1 | $47K | Buy |
193
+6
| +3% | +$1.46K | 0.03% | 132 |
|
|
2021
Q4 | $50K | Buy |
187
+122
| +188% | +$32.6K | 0.03% | 136 |
|
|
2021
Q3 | $15K | Buy |
65
+1
| +2% | +$231 | 0.01% | 185 |
|
|
2021
Q2 | $14K | Hold |
64
| – | – | 0.01% | 204 |
|
|
2021
Q1 | $14K | Buy |
64
+1
| +2% | +$219 | 0.01% | 177 |
|
|
2020
Q4 | $13K | Buy |
+63
| New | +$13K | 0.01% | 158 |
|