Naviter 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 | $2.78M | Buy |
9,500
+74
| +0.8% | +$21.6K | 0.34% | 76 |
|
|
2025
Q1 | $2.89M | Buy |
9,426
+16
| +0.2% | +$4.91K | 0.35% | 73 |
|
|
2024
Q4 | $2.73M | Buy |
9,410
+4,330
| +85% | +$1.26M | 0.33% | 76 |
|
|
2024
Q3 | $1.55M | Sell |
5,080
-213
| -4% | -$64.9K | 0.22% | 131 |
|
|
2024
Q2 | $1.35M | Buy |
5,293
+454
| +9% | +$116K | 0.2% | 137 |
|
|
2024
Q1 | $1.36M | Buy |
+4,839
| New | +$1.36M | 0.22% | 128 |
|
|
2023
Q1 | – | Sell |
-5,068
| Closed | -$1.37M | – | 208 |
|
|
2022
Q4 | $1.37M | Buy |
5,068
+538
| +12% | +$145K | 0.38% | 61 |
|
|
2022
Q3 | $1.05M | Buy |
4,530
+438
| +11% | +$101K | 0.43% | 50 |
|
|
2022
Q2 | $1.01M | Buy |
+4,092
| New | +$1.01M | 0.41% | 53 |
|