NavPoint Financial’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 | $274K | Hold |
937
| – | – | 0.17% | 52 |
|
2025
Q1 | $293K | Buy |
937
+100
| +12% | +$31.2K | 0.21% | 47 |
|
2024
Q4 | $243K | Hold |
837
| – | – | 0.19% | 46 |
|
2024
Q3 | $255K | Hold |
837
| – | – | 0.21% | 44 |
|
2024
Q2 | $213K | Hold |
837
| – | – | 0.19% | 44 |
|
2024
Q1 | $236K | Hold |
837
| – | – | 0.21% | 43 |
|
2023
Q4 | $248K | Buy |
+837
| New | +$248K | 0.23% | 40 |
|