Montis Financial’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 | $375K | Sell |
1,283
-42
| -3% | -$12.3K | 0.1% | 101 |
|
|
2025
Q1 | $414K | Hold |
1,325
| – | – | 0.12% | 98 |
|
|
2024
Q4 | $384K | Buy |
1,325
+42
| +3% | +$12.2K | 0.12% | 102 |
|
|
2024
Q3 | $391K | Buy |
+1,283
| New | +$391K | 0.14% | 77 |
|
|
2024
Q2 | – | Sell |
-721
| Closed | -$203K | – | 87 |
|
|
2024
Q1 | $203K | Hold |
721
| – | – | 0.1% | 80 |
|
|
2023
Q4 | $214K | Buy |
+721
| New | +$214K | 0.13% | 72 |
|
|
2023
Q3 | – | Sell |
-699
| Closed | -$209K | – | 69 |
|
|
2023
Q2 | $209K | Sell |
699
-210
| -23% | -$62.7K | 0.14% | 62 |
|
|
2023
Q1 | $254K | Hold |
909
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $240K | Sell |
909
-7
| -0.8% | -$1.85K | 0.2% | 53 |
|
|
2022
Q3 | $211K | Sell |
916
-30
| -3% | -$6.91K | 0.2% | 57 |
|
|
2022
Q2 | $234K | Hold |
946
| – | – | 0.22% | 55 |
|
|
2022
Q1 | $234K | Hold |
946
| – | – | 0.18% | 62 |
|
|
2021
Q4 | $254K | Hold |
946
| – | – | 0.18% | 71 |
|
|
2021
Q3 | $230K | Buy |
946
+7
| +0.7% | +$1.7K | 0.2% | 58 |
|
|
2021
Q2 | $217K | Buy |
+939
| New | +$217K | 0.18% | 68 |
|