Northern 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 | $1.02M | Sell |
3,504
-18
| -0.5% | -$5.26K | 0.77% | 40 |
|
|
2025
Q1 | $1.1M | Buy |
3,522
+40
| +1% | +$12.5K | 0.91% | 39 |
|
|
2024
Q4 | $1.01M | Sell |
3,482
-544
| -14% | -$158K | 0.81% | 43 |
|
|
2024
Q3 | $1.23M | Sell |
4,026
-355
| -8% | -$108K | 0.93% | 40 |
|
|
2024
Q2 | $1.12M | Sell |
4,381
-238
| -5% | -$60.7K | 0.9% | 37 |
|
|
2024
Q1 | $1.3M | Buy |
4,619
+820
| +22% | +$231K | 1.02% | 31 |
|
|
2023
Q4 | $1.13M | Sell |
3,799
-196
| -5% | -$58.1K | 0.95% | 33 |
|
|
2023
Q3 | $1.05M | Sell |
3,995
-283
| -7% | -$74.6K | 0.96% | 30 |
|
|
2023
Q2 | $1.24M | Buy |
4,278
+80
| +2% | +$23.1K | 1.09% | 22 |
|
|
2023
Q1 | $1.08M | Buy |
4,198
+153
| +4% | +$39.5K | 1.02% | 25 |
|
|
2022
Q4 | $981K | Buy |
+4,045
| New | +$981K | 1.11% | 33 |
|