New England Capital Financial 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 | $356K | Buy |
1,220
+3
| +0.2% | +$876 | 0.16% | 41 |
|
|
2025
Q1 | $380K | Buy |
1,217
+3
| +0.2% | +$937 | 0.19% | 38 |
|
|
2024
Q4 | $352K | Buy |
1,214
+3
| +0.2% | +$869 | 0.17% | 42 |
|
|
2024
Q3 | $369K | Buy |
1,211
+26
| +2% | +$7.92K | 0.19% | 38 |
|
|
2024
Q2 | $302K | Buy |
1,185
+3
| +0.3% | +$765 | 0.17% | 40 |
|
|
2024
Q1 | $333K | Buy |
1,182
+3
| +0.3% | +$846 | 0.19% | 38 |
|
|
2023
Q4 | $350K | Buy |
1,179
+3
| +0.3% | +$890 | 0.21% | 35 |
|
|
2023
Q3 | $310K | Buy |
1,176
+2
| +0.2% | +$527 | 0.21% | 35 |
|
|
2023
Q2 | $350K | Buy |
1,174
+2
| +0.2% | +$597 | 0.23% | 36 |
|
|
2023
Q1 | $328K | Buy |
1,172
+3
| +0.3% | +$839 | 0.23% | 36 |
|
|
2022
Q4 | $314K | Buy |
+1,169
| New | +$314K | 0.22% | 38 |
|