Moss Adams Wealth Advisors’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 | $1.09M | Buy |
3,717
+299
| +9% | +$87.4K | 0.1% | 68 |
|
|
2025
Q1 | $1.07M | Buy |
3,418
+146
| +4% | +$45.6K | 0.11% | 60 |
|
|
2024
Q4 | $949K | Buy |
3,272
+25
| +0.8% | +$7.25K | 0.1% | 64 |
|
|
2024
Q3 | $989K | Buy |
3,247
+280
| +9% | +$85.3K | 0.11% | 59 |
|
|
2024
Q2 | $756K | Sell |
2,967
-223
| -7% | -$56.8K | 0.1% | 59 |
|
|
2024
Q1 | $899K | Buy |
3,190
+1,772
| +125% | +$500K | 0.14% | 48 |
|
|
2023
Q4 | $420K | Buy |
1,418
+60
| +4% | +$17.8K | 0.09% | 59 |
|
|
2023
Q3 | $358K | Buy |
1,358
+533
| +65% | +$140K | 0.12% | 55 |
|
|
2023
Q2 | $246K | Sell |
825
-196
| -19% | -$58.5K | 0.08% | 79 |
|
|
2023
Q1 | $285K | Sell |
1,021
-19
| -2% | -$5.31K | 0.1% | 67 |
|
|
2022
Q4 | $274K | Buy |
+1,040
| New | +$274K | 0.14% | 76 |
|