Meridian 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 | $2.24M | Buy |
7,654
+445
| +6% | +$130K | 0.1% | 188 |
|
|
2025
Q1 | $2.25M | Sell |
7,209
-153
| -2% | -$47.8K | 0.11% | 175 |
|
|
2024
Q4 | $2.13M | Sell |
7,362
-117
| -2% | -$33.9K | 0.1% | 181 |
|
|
2024
Q3 | $2.28M | Buy |
+7,479
| New | +$2.28M | 0.11% | 171 |
|
|
2024
Q2 | – | Sell |
-9,215
| Closed | -$2.6M | – | 447 |
|
|
2024
Q1 | $2.6M | Buy |
9,215
+693
| +8% | +$195K | 0.43% | 45 |
|
|
2023
Q4 | $2.53M | Sell |
8,522
-7,388
| -46% | -$2.19M | 0.16% | 147 |
|
|
2023
Q3 | $4.19M | Buy |
15,910
+8,392
| +112% | +$2.21M | 0.26% | 83 |
|
|
2023
Q2 | $2.24M | Sell |
7,518
-886
| -11% | -$264K | 0.19% | 112 |
|
|
2023
Q1 | $2.35M | Sell |
8,404
-376
| -4% | -$105K | 0.21% | 112 |
|
|
2022
Q4 | $2.31M | Sell |
8,780
-484
| -5% | -$128K | 0.23% | 106 |
|
|
2022
Q3 | $2.14M | Sell |
9,264
-827
| -8% | -$191K | 0.23% | 105 |
|
|
2022
Q2 | $2.49M | Buy |
10,091
+1,414
| +16% | +$349K | 0.2% | 124 |
|
|
2022
Q1 | $2.15M | Buy |
8,677
+2,475
| +40% | +$612K | 0.23% | 90 |
|
|
2021
Q4 | $1.66M | Buy |
6,202
+95
| +2% | +$25.5K | 0.18% | 109 |
|
|
2021
Q3 | $1.47M | Buy |
6,107
+481
| +9% | +$116K | 0.18% | 109 |
|
|
2021
Q2 | $1.3M | Buy |
5,626
+1,515
| +37% | +$350K | 0.17% | 120 |
|
|
2021
Q1 | $922K | Buy |
4,111
+66
| +2% | +$14.8K | 0.13% | 145 |
|
|
2020
Q4 | $867K | Buy |
4,045
+565
| +16% | +$121K | 0.14% | 133 |
|
|
2020
Q3 | $763K | Buy |
3,480
+1,555
| +81% | +$341K | 0.19% | 103 |
|
|
2020
Q2 | $354K | Sell |
1,925
-54
| -3% | -$9.93K | 0.12% | 149 |
|
|
2020
Q1 | $326K | Buy |
1,979
+60
| +3% | +$9.88K | 0.14% | 148 |
|
|
2019
Q4 | $379K | Buy |
1,919
+131
| +7% | +$25.9K | 0.18% | 124 |
|
|
2019
Q3 | $384K | Buy |
1,788
+179
| +11% | +$38.4K | 0.18% | 116 |
|
|
2019
Q2 | $3.34K | Buy |
1,609
+86
| +6% | +$179 | 0.14% | 131 |
|
|
2019
Q1 | $289K | Buy |
+1,523
| New | +$289K | 0.13% | 147 |
|
|
2018
Q1 | – | Sell |
-1,362
| Closed | -$231K | – | 192 |
|
|
2017
Q4 | $231K | Buy |
1,362
+2
| +0.1% | +$339 | 0.14% | 152 |
|
|
2017
Q3 | $214K | Sell |
1,360
-28
| -2% | -$4.41K | 0.14% | 157 |
|
|
2017
Q2 | $213K | Buy |
+1,388
| New | +$213K | 0.13% | 155 |
|
|
2017
Q1 | – | Sell |
-2,711
| Closed | -$332K | – | 171 |
|
|
2016
Q4 | $332K | Buy |
+2,711
| New | +$332K | 0.26% | 82 |
|