Monterey Private Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $411K | Sell |
1,314
-205
| -13% | -$64.1K | 0.12% | 79 |
|
|
2024
Q4 | $440K | Buy |
1,519
+152
| +11% | +$44.1K | 0.15% | 71 |
|
|
2024
Q3 | $416K | Hold |
1,367
| – | – | 0.14% | 65 |
|
|
2024
Q2 | $348K | Buy |
1,367
+133
| +11% | +$33.9K | 0.13% | 72 |
|
|
2024
Q1 | $348K | Buy |
1,234
+25
| +2% | +$7.05K | 0.14% | 70 |
|
|
2023
Q4 | $359K | Buy |
1,209
+1
| +0.1% | +$297 | 0.16% | 62 |
|
|
2023
Q3 | $318K | Buy |
1,208
+20
| +2% | +$5.27K | 0.16% | 63 |
|
|
2023
Q2 | $355K | Sell |
1,188
-26
| -2% | -$7.76K | 0.17% | 60 |
|
|
2023
Q1 | $340K | Buy |
1,214
+17
| +1% | +$4.75K | 0.17% | 67 |
|
|
2022
Q4 | $316K | Sell |
1,197
-16
| -1% | -$4.22K | 0.17% | 70 |
|
|
2022
Q3 | $284K | Sell |
1,213
-25
| -2% | -$5.85K | 0.17% | 73 |
|
|
2022
Q2 | $306K | Buy |
1,238
+152
| +14% | +$37.6K | 0.17% | 73 |
|
|
2022
Q1 | $270K | Buy |
1,086
+1
| +0.1% | +$249 | 0.13% | 93 |
|
|
2021
Q4 | $291K | Buy |
1,085
+1
| +0.1% | +$268 | 0.14% | 87 |
|
|
2021
Q3 | $266K | Buy |
1,084
+43
| +4% | +$10.6K | 0.15% | 84 |
|
|
2021
Q2 | $240K | Buy |
1,041
+1
| +0.1% | +$231 | 0.14% | 89 |
|
|
2021
Q1 | $242K | Buy |
1,040
+1
| +0.1% | +$233 | 0.13% | 84 |
|
|
2020
Q4 | $223K | Buy |
1,039
+1
| +0.1% | +$215 | 0.13% | 84 |
|
|
2020
Q3 | $228K | Buy |
+1,038
| New | +$228K | 0.15% | 76 |
|
|
2020
Q1 | – | Sell |
-1,256
| Closed | -$248K | – | 75 |
|
|
2019
Q4 | $248K | Buy |
+1,256
| New | +$248K | 0.2% | 68 |
|