Mills 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 | $344K | Sell |
1,177
-14
| -1% | -$4.09K | 0.16% | 50 |
|
|
2025
Q1 | $372K | Buy |
1,191
+479
| +67% | +$150K | 0.2% | 46 |
|
|
2024
Q4 | $206K | Buy |
+712
| New | +$206K | 0.12% | 59 |
|
|
2024
Q1 | – | Sell |
-698
| Closed | -$207K | – | 58 |
|
|
2023
Q4 | $207K | Buy |
+698
| New | +$207K | 0.16% | 47 |
|
|
2023
Q3 | – | Sell |
-709
| Closed | -$212K | – | 51 |
|
|
2023
Q2 | $212K | Sell |
709
-57
| -7% | -$17K | 0.16% | 43 |
|
|
2023
Q1 | $214K | Buy |
766
+2
| +0.3% | +$559 | 0.17% | 44 |
|
|
2022
Q4 | $201K | Buy |
+764
| New | +$201K | 0.18% | 50 |
|