Northwest Quadrant Wealth Management’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 | $236K | Buy |
809
+5
| +0.6% | +$1.46K | 0.05% | 63 |
|
|
2025
Q1 | $251K | Sell |
804
-83
| -9% | -$25.9K | 0.06% | 55 |
|
|
2024
Q4 | $257K | Buy |
887
+5
| +0.6% | +$1.45K | 0.06% | 60 |
|
|
2024
Q3 | $269K | Buy |
882
+3
| +0.3% | +$914 | 0.06% | 52 |
|
|
2024
Q2 | $224K | Buy |
879
+5
| +0.6% | +$1.28K | 0.06% | 59 |
|
|
2024
Q1 | $246K | Buy |
874
+5
| +0.6% | +$1.41K | 0.06% | 54 |
|
|
2023
Q4 | $258K | Buy |
869
+5
| +0.6% | +$1.48K | 0.07% | 53 |
|
|
2023
Q3 | $227K | Buy |
864
+40
| +5% | +$10.5K | 0.06% | 56 |
|
|
2023
Q2 | $246K | Sell |
824
-296
| -26% | -$88.3K | 0.07% | 50 |
|
|
2023
Q1 | $313K | Buy |
1,120
+5
| +0.4% | +$1.4K | 0.09% | 41 |
|
|
2022
Q4 | $294K | Buy |
1,115
+5
| +0.5% | +$1.32K | 0.09% | 43 |
|
|
2022
Q3 | $256K | Buy |
1,110
+4
| +0.4% | +$923 | 0.08% | 45 |
|
|
2022
Q2 | $279K | Buy |
1,106
+5
| +0.5% | +$1.26K | 0.09% | 46 |
|
|
2022
Q1 | $272K | Sell |
1,101
-115
| -9% | -$28.4K | 0.07% | 51 |
|
|
2021
Q4 | $326K | Buy |
1,216
+5
| +0.4% | +$1.34K | 0.09% | 46 |
|
|
2021
Q3 | $296K | Buy |
1,211
+5
| +0.4% | +$1.22K | 0.08% | 47 |
|
|
2021
Q2 | $278K | Buy |
1,206
+5
| +0.4% | +$1.15K | 0.08% | 50 |
|
|
2021
Q1 | $269K | Buy |
1,201
+23
| +2% | +$5.15K | 0.08% | 48 |
|
|
2020
Q4 | $249K | Buy |
1,178
+5
| +0.4% | +$1.06K | 0.08% | 50 |
|
|
2020
Q3 | $256K | Buy |
1,173
+4
| +0.3% | +$873 | 0.1% | 47 |
|
|
2020
Q2 | $214K | Buy |
1,169
+25
| +2% | +$4.58K | 0.09% | 51 |
|
|
2020
Q1 | $207K | Buy |
+1,144
| New | +$207K | 0.09% | 53 |
|
|
2019
Q4 | – | Sell |
-1,291
| Closed | -$271K | – | 68 |
|
|
2019
Q3 | $271K | Buy |
+1,291
| New | +$271K | 0.12% | 54 |
|