Midwest Financial Group’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 | $392K | Buy |
1,341
+1
| +0.1% | +$292 | 0.21% | 78 |
|
|
2025
Q1 | $419K | Hold |
1,340
| – | – | 0.24% | 71 |
|
|
2024
Q4 | $388K | Sell |
1,340
-25
| -2% | -$7.25K | 0.22% | 80 |
|
|
2024
Q3 | $416K | Sell |
1,365
-10
| -0.7% | -$3.05K | 0.24% | 77 |
|
|
2024
Q2 | $350K | Buy |
1,375
+175
| +15% | +$44.5K | 0.22% | 80 |
|
|
2024
Q1 | $338K | Sell |
1,200
-50
| -4% | -$14.1K | 0.23% | 81 |
|
|
2023
Q4 | $371K | Buy |
1,250
+75
| +6% | +$22.3K | 0.28% | 76 |
|
|
2023
Q3 | $309K | Buy |
1,175
+1
| +0.1% | +$263 | 0.26% | 80 |
|
|
2023
Q2 | $350K | Hold |
1,174
| – | – | 0.3% | 76 |
|
|
2023
Q1 | $328K | Buy |
+1,174
| New | +$328K | 0.3% | 75 |
|