Mosaic Family Wealth Partners’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 | $1.56M | Sell |
5,332
-84
| -2% | -$24.5K | 0.2% | 53 |
|
|
2025
Q1 | $1.69M | Buy |
5,416
+138
| +3% | +$43.1K | 0.24% | 47 |
|
|
2024
Q4 | $1.53M | Buy |
5,278
+2
| +0% | +$580 | 0.22% | 49 |
|
|
2024
Q3 | $1.61M | Sell |
5,276
-5
| -0.1% | -$1.52K | 0.24% | 47 |
|
|
2024
Q2 | $1.35M | Sell |
5,281
-1,145
| -18% | -$292K | 0.22% | 57 |
|
|
2024
Q1 | $1.81M | Buy |
6,426
+7
| +0.1% | +$1.97K | 0.3% | 38 |
|
|
2023
Q4 | $1.9M | Sell |
6,419
-40
| -0.6% | -$11.9K | 0.33% | 39 |
|
|
2023
Q3 | $1.7M | Sell |
6,459
-29
| -0.4% | -$7.64K | 0.34% | 36 |
|
|
2023
Q2 | $1.93M | Buy |
6,488
+2
| +0% | +$596 | 0.38% | 37 |
|
|
2023
Q1 | $1.81M | Buy |
6,486
+4
| +0.1% | +$1.12K | 0.38% | 37 |
|
|
2022
Q4 | $1.71M | Buy |
+6,482
| New | +$1.71M | 0.48% | 36 |
|