Pacific Sun Financial’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 | $326K | Buy |
1,116
+40
| +4% | +$11.7K | 0.17% | 149 |
|
|
2025
Q1 | $336K | Hold |
1,076
| – | – | 0.19% | 143 |
|
|
2024
Q4 | $312K | Sell |
1,076
-20
| -2% | -$5.8K | 0.17% | 146 |
|
|
2024
Q3 | $334K | Hold |
1,096
| – | – | 0.18% | 139 |
|
|
2024
Q2 | $279K | Hold |
1,096
| – | – | 0.17% | 145 |
|
|
2024
Q1 | $309K | Hold |
1,096
| – | – | 0.18% | 143 |
|
|
2023
Q4 | $325K | Hold |
1,096
| – | – | 0.21% | 129 |
|
|
2023
Q3 | $289K | Buy |
1,096
+36
| +3% | +$9.48K | 0.2% | 131 |
|
|
2023
Q2 | $296K | Buy |
+1,060
| New | +$296K | 0.2% | 134 |
|
|
2022
Q4 | $279K | Sell |
1,060
-170
| -14% | -$44.8K | 0.2% | 137 |
|
|
2022
Q3 | $284K | Buy |
1,230
+200
| +19% | +$46.2K | 0.2% | 135 |
|
|
2022
Q2 | $254K | Buy |
1,030
+30
| +3% | +$7.4K | 0.17% | 153 |
|
|
2022
Q1 | $247K | Buy |
1,000
+20
| +2% | +$4.94K | 0.14% | 167 |
|
|
2021
Q4 | $263K | Hold |
980
| – | – | 0.14% | 161 |
|
|
2021
Q3 | $236K | Buy |
+980
| New | +$236K | 0.14% | 162 |
|