New Century 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 | – | Sell |
-1,060
| Closed | -$331K | – | 134 |
|
|
2025
Q1 | $331K | Sell |
1,060
-327
| -24% | -$102K | 0.38% | 89 |
|
|
2024
Q4 | $409K | Sell |
1,387
-68
| -5% | -$20K | 0.17% | 157 |
|
|
2024
Q3 | $443K | Buy |
+1,455
| New | +$443K | 0.16% | 169 |
|
|
2024
Q2 | – | Sell |
-1,076
| Closed | -$303K | – | 294 |
|
|
2024
Q1 | $303K | Buy |
+1,076
| New | +$303K | 0.21% | 126 |
|