Meridian Wealth Partners’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 | $525K | Buy |
1,797
+27
| +2% | +$7.89K | 0.08% | 58 |
|
|
2025
Q1 | $553K | Sell |
1,770
-83
| -4% | -$25.9K | 0.09% | 55 |
|
|
2024
Q4 | $537K | Sell |
1,853
-2
| -0.1% | -$580 | 0.08% | 57 |
|
|
2024
Q3 | $565K | Buy |
1,855
+3
| +0.2% | +$914 | 0.09% | 56 |
|
|
2024
Q2 | $472K | Buy |
1,852
+1
| +0.1% | +$255 | 0.08% | 57 |
|
|
2024
Q1 | $522K | Buy |
1,851
+62
| +3% | +$17.5K | 0.09% | 56 |
|
|
2023
Q4 | $531K | Buy |
1,789
+23
| +1% | +$6.82K | 0.1% | 51 |
|
|
2023
Q3 | $465K | Buy |
1,766
+10
| +0.6% | +$2.64K | 0.1% | 49 |
|
|
2023
Q2 | $524K | Buy |
1,756
+26
| +2% | +$7.76K | 0.11% | 45 |
|
|
2023
Q1 | $484K | Buy |
1,730
+108
| +7% | +$30.2K | 0.11% | 47 |
|
|
2022
Q4 | $428K | Buy |
1,622
+9
| +0.6% | +$2.37K | 0.1% | 48 |
|
|
2022
Q3 | $373K | Buy |
1,613
+9
| +0.6% | +$2.08K | 0.09% | 51 |
|
|
2022
Q2 | $396K | Buy |
1,604
+354
| +28% | +$87.4K | 0.09% | 48 |
|
|
2022
Q1 | $309K | Sell |
1,250
-256
| -17% | -$63.3K | 0.07% | 59 |
|
|
2021
Q4 | $404K | Buy |
1,506
+65
| +5% | +$17.4K | 0.08% | 50 |
|
|
2021
Q3 | $348K | Buy |
1,441
+193
| +15% | +$46.6K | 0.08% | 50 |
|
|
2021
Q2 | $288K | Sell |
1,248
-162
| -11% | -$37.4K | 0.07% | 63 |
|
|
2021
Q1 | $316K | Buy |
1,410
+26
| +2% | +$5.83K | 0.09% | 51 |
|
|
2020
Q4 | $297K | Buy |
1,384
+11
| +0.8% | +$2.36K | 0.12% | 48 |
|
|
2020
Q3 | $301K | Buy |
1,373
+2
| +0.1% | +$438 | 0.15% | 43 |
|
|
2020
Q2 | $252K | Sell |
1,371
-57
| -4% | -$10.5K | 0.14% | 47 |
|
|
2020
Q1 | $236K | Buy |
1,428
+38
| +3% | +$6.28K | 0.14% | 48 |
|
|
2019
Q4 | $275K | Buy |
+1,390
| New | +$275K | 0.17% | 44 |
|