Optimist Retirement Group’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 | $2.12M | Sell |
7,268
-249
| -3% | -$72.7K | 1.02% | 32 |
|
|
2025
Q1 | $2.35M | Buy |
7,517
+331
| +5% | +$103K | 1.18% | 23 |
|
|
2024
Q4 | $2.08M | Sell |
7,186
-54
| -0.7% | -$15.7K | 0.99% | 29 |
|
|
2024
Q3 | $2.2M | Buy |
7,240
+364
| +5% | +$111K | 1% | 34 |
|
|
2024
Q2 | $1.75M | Buy |
6,876
+296
| +4% | +$75.4K | 0.92% | 39 |
|
|
2024
Q1 | $1.86M | Buy |
6,580
+141
| +2% | +$39.8K | 0.95% | 27 |
|
|
2023
Q4 | $1.91M | Buy |
+6,439
| New | +$1.91M | 1.24% | 19 |
|