Morton Brown Family 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
Q2 | $281K | Buy |
960
+1
| +0.1% | +$292 | 0.09% | 49 |
|
|
2025
Q1 | $300K | Buy |
959
+1
| +0.1% | +$312 | 0.1% | 43 |
|
|
2024
Q4 | $278K | Sell |
958
-269
| -22% | -$78K | 0.1% | 48 |
|
|
2024
Q3 | $374K | Buy |
1,227
+1
| +0.1% | +$305 | 0.13% | 41 |
|
|
2024
Q2 | $318K | Buy |
1,226
+126
| +11% | +$32.7K | 0.13% | 41 |
|
|
2024
Q1 | $310K | Sell |
1,100
-99
| -8% | -$27.9K | 0.13% | 40 |
|
|
2023
Q4 | $356K | Buy |
1,199
+101
| +9% | +$30K | 0.16% | 40 |
|
|
2023
Q3 | $289K | Buy |
1,098
+1
| +0.1% | +$263 | 0.15% | 38 |
|
|
2023
Q2 | $327K | Sell |
1,097
-8
| -0.7% | -$2.39K | 0.17% | 40 |
|
|
2023
Q1 | $309K | Buy |
1,105
+11
| +1% | +$3.08K | 0.18% | 40 |
|
|
2022
Q4 | $288K | Buy |
1,094
+1
| +0.1% | +$264 | 0.2% | 38 |
|
|
2022
Q3 | $252K | Sell |
1,093
-13
| -1% | -$3K | 0.2% | 36 |
|
|
2022
Q2 | $273K | Buy |
1,106
+16
| +1% | +$3.95K | 0.21% | 34 |
|
|
2022
Q1 | $270K | Buy |
1,090
+1
| +0.1% | +$248 | 0.2% | 35 |
|
|
2021
Q4 | $292K | Buy |
+1,089
| New | +$292K | 0.22% | 34 |
|