Meridian Wealth 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
Q2 | $1.24M | Sell |
4,251
-115
| -3% | -$33.6K | 0.2% | 73 |
|
|
2025
Q1 | $1.36M | Sell |
4,366
-136
| -3% | -$42.5K | 0.23% | 67 |
|
|
2024
Q4 | $1.31M | Buy |
4,502
+51
| +1% | +$14.8K | 0.22% | 71 |
|
|
2024
Q3 | $1.36M | Sell |
4,451
-87
| -2% | -$26.5K | 0.23% | 70 |
|
|
2024
Q2 | $1.16M | Buy |
4,538
+41
| +0.9% | +$10.4K | 0.21% | 74 |
|
|
2024
Q1 | $1.27M | Sell |
4,497
-29
| -0.6% | -$8.18K | 0.24% | 69 |
|
|
2023
Q4 | $1.34M | Buy |
4,526
+3
| +0.1% | +$889 | 0.29% | 66 |
|
|
2023
Q3 | $1.19M | Sell |
4,523
-98
| -2% | -$25.8K | 0.3% | 67 |
|
|
2023
Q2 | $1.38M | Sell |
4,621
-1,013
| -18% | -$302K | 0.33% | 63 |
|
|
2023
Q1 | $1.58M | Buy |
5,634
+3
| +0.1% | +$839 | 0.39% | 59 |
|
|
2022
Q4 | $1.48M | Sell |
5,631
-105
| -2% | -$27.7K | 0.38% | 62 |
|
|
2022
Q3 | $1.32M | Buy |
5,736
+409
| +8% | +$94.3K | 0.37% | 61 |
|
|
2022
Q2 | $1.32M | Buy |
5,327
+357
| +7% | +$88.1K | 0.35% | 66 |
|
|
2022
Q1 | $1.23M | Buy |
4,970
+347
| +8% | +$85.8K | 0.29% | 74 |
|
|
2021
Q4 | $1.24M | Buy |
4,623
+2
| +0% | +$536 | 0.3% | 73 |
|
|
2021
Q3 | $1.11M | Buy |
4,621
+58
| +1% | +$14K | 0.31% | 73 |
|
|
2021
Q2 | $1.05M | Buy |
4,563
+152
| +3% | +$35.1K | 0.3% | 74 |
|
|
2021
Q1 | $989K | Sell |
4,411
-46
| -1% | -$10.3K | 0.33% | 69 |
|
|
2020
Q4 | $956K | Sell |
4,457
-48
| -1% | -$10.3K | 0.35% | 63 |
|
|
2020
Q3 | $989K | Sell |
4,505
-546
| -11% | -$120K | 0.43% | 51 |
|
|
2020
Q2 | $932K | Buy |
5,051
+1,031
| +26% | +$190K | 0.43% | 53 |
|
|
2020
Q1 | $665K | Buy |
4,020
+158
| +4% | +$26.1K | 0.37% | 56 |
|
|
2019
Q4 | $763K | Buy |
3,862
+1,200
| +45% | +$237K | 0.3% | 66 |
|
|
2019
Q3 | $572K | Buy |
2,662
+1,053
| +65% | +$226K | 0.24% | 82 |
|
|
2019
Q2 | $334K | Sell |
1,609
-120
| -7% | -$24.9K | 0.23% | 93 |
|
|
2019
Q1 | $328K | Sell |
1,729
-92
| -5% | -$17.5K | 0.24% | 86 |
|
|
2018
Q4 | $323K | Buy |
+1,821
| New | +$323K | 0.25% | 80 |
|