Montz Harcus Wealth Management’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 | $534K | Sell |
1,828
-12
| -0.7% | -$3.51K | 0.26% | 43 |
|
|
2025
Q1 | $575K | Buy |
1,840
+9
| +0.5% | +$2.81K | 0.31% | 35 |
|
|
2024
Q4 | $531K | Sell |
1,831
-22
| -1% | -$6.38K | 0.3% | 38 |
|
|
2024
Q3 | $564K | Sell |
1,853
-8
| -0.4% | -$2.44K | 0.33% | 34 |
|
|
2024
Q2 | $474K | Buy |
1,861
+35
| +2% | +$8.92K | 0.31% | 35 |
|
|
2024
Q1 | $515K | Buy |
1,826
+21
| +1% | +$5.92K | 0.35% | 32 |
|
|
2023
Q4 | $535K | Buy |
1,805
+16
| +0.9% | +$4.74K | 0.41% | 29 |
|
|
2023
Q3 | $471K | Sell |
1,789
-21
| -1% | -$5.53K | 0.4% | 29 |
|
|
2023
Q2 | $540K | Buy |
1,810
+45
| +3% | +$13.4K | 0.45% | 26 |
|
|
2023
Q1 | $493K | Buy |
1,765
+1
| +0.1% | +$280 | 0.46% | 26 |
|
|
2022
Q4 | $465K | Buy |
1,764
+9
| +0.5% | +$2.37K | 0.46% | 26 |
|
|
2022
Q3 | $405K | Buy |
1,755
+9
| +0.5% | +$2.08K | 0.45% | 28 |
|
|
2022
Q2 | $431K | Buy |
1,746
+62
| +4% | +$15.3K | 0.45% | 28 |
|
|
2022
Q1 | $416K | Buy |
1,684
+94
| +6% | +$23.2K | 0.37% | 31 |
|
|
2021
Q4 | $426K | Buy |
+1,590
| New | +$426K | 0.37% | 31 |
|