NFP Retirement Inc’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 | $500K | Buy |
1,712
+621
| +57% | +$181K | 0.03% | 203 |
|
|
2025
Q1 | $341K | Buy |
1,091
+12
| +1% | +$3.75K | 0.03% | 219 |
|
|
2024
Q4 | $313K | Buy |
1,079
+1
| +0.1% | +$290 | 0.02% | 235 |
|
|
2024
Q3 | $328K | Buy |
1,078
+24
| +2% | +$7.31K | 0.03% | 223 |
|
|
2024
Q2 | $269K | Buy |
1,054
+109
| +12% | +$27.8K | 0.02% | 236 |
|
|
2024
Q1 | $267K | Sell |
945
-28
| -3% | -$7.9K | 0.02% | 238 |
|
|
2023
Q4 | $289K | Buy |
973
+54
| +6% | +$16K | 0.05% | 192 |
|
|
2023
Q3 | $242K | Buy |
919
+31
| +3% | +$8.17K | 0.05% | 203 |
|
|
2023
Q2 | $265K | Sell |
888
-51
| -5% | -$15.2K | 0.05% | 196 |
|
|
2023
Q1 | $263K | Hold |
939
| – | – | 0.05% | 201 |
|
|
2022
Q4 | $247K | Sell |
939
-44
| -4% | -$11.6K | 0.05% | 209 |
|
|
2022
Q3 | $227K | Buy |
983
+3
| +0.3% | +$692 | 0.06% | 202 |
|
|
2022
Q2 | $242K | Buy |
980
+6
| +0.6% | +$1.48K | 0.06% | 201 |
|
|
2022
Q1 | $241K | Buy |
+974
| New | +$241K | 0.06% | 196 |
|