Novak & Powell Financial Services’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 | $517K | Sell |
1,770
-20
| -1% | -$5.84K | 0.36% | 67 |
|
|
2025
Q1 | $559K | Sell |
1,790
-82
| -4% | -$25.6K | 0.35% | 70 |
|
|
2024
Q4 | $593K | Buy |
1,872
+161
| +9% | +$51K | 0.35% | 66 |
|
|
2024
Q3 | $521K | Sell |
1,711
-767
| -31% | -$234K | 0.3% | 78 |
|
|
2024
Q2 | $632K | Buy |
2,478
+31
| +1% | +$7.9K | 0.39% | 58 |
|
|
2024
Q1 | $690K | Sell |
2,447
-17
| -0.7% | -$4.79K | 0.52% | 50 |
|
|
2023
Q4 | $731K | Buy |
+2,464
| New | +$731K | 0.49% | 53 |
|