Mosaic Financial Group’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 | $1.2M | Sell |
4,099
-17
| -0.4% | -$4.97K | 0.92% | 28 |
|
|
2025
Q1 | $1.29M | Hold |
4,116
| – | – | 1.05% | 23 |
|
|
2024
Q4 | $1.19M | Hold |
4,116
| – | – | 0.86% | 30 |
|
|
2024
Q3 | $1.25M | Sell |
4,116
-288
| -7% | -$87.7K | 0.89% | 30 |
|
|
2024
Q2 | $1.12M | Sell |
4,404
-132
| -3% | -$33.6K | 0.81% | 34 |
|
|
2024
Q1 | $1.28M | Buy |
+4,536
| New | +$1.28M | 1.02% | 27 |
|