Northwest 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 | $475K | Sell |
1,626
-87
| -5% | -$25.4K | 0.66% | 42 |
|
|
2025
Q1 | $535K | Hold |
1,713
| – | – | 0.44% | 53 |
|
|
2024
Q4 | $496K | Buy |
1,713
+1
| +0.1% | +$290 | 0.41% | 61 |
|
|
2024
Q3 | $521K | Buy |
1,712
+1
| +0.1% | +$305 | 0.41% | 55 |
|
|
2024
Q2 | $436K | Buy |
1,711
+12
| +0.7% | +$3.06K | 0.44% | 55 |
|
|
2024
Q1 | $479K | Buy |
1,699
+1
| +0.1% | +$282 | 0.53% | 47 |
|
|
2023
Q4 | $504K | Buy |
+1,698
| New | +$504K | 0.43% | 46 |
|