Motive 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 | $337K | Sell |
1,153
-52
| -4% | -$15.2K | 0.15% | 55 |
|
|
2025
Q1 | $376K | Sell |
1,205
-119
| -9% | -$37.2K | 0.2% | 50 |
|
|
2024
Q4 | $384K | Buy |
1,324
+114
| +9% | +$33K | 0.21% | 49 |
|
|
2024
Q3 | $308K | Hold |
1,210
| – | – | 0.19% | 53 |
|
|
2024
Q2 | $308K | Sell |
1,210
-45
| -4% | -$11.5K | 0.19% | 53 |
|
|
2024
Q1 | $354K | Buy |
+1,255
| New | +$354K | 0.21% | 48 |
|
|
2023
Q1 | – | Sell |
-893
| Closed | -$235K | – | 56 |
|
|
2022
Q4 | $235K | Sell |
893
-40
| -4% | -$10.5K | 0.18% | 55 |
|
|
2022
Q3 | $215K | Buy |
+933
| New | +$215K | 0.17% | 56 |
|