Paladin Advisory 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 | $122K | Buy |
418
+150
| +56% | +$43.9K | 0.09% | 102 |
|
|
2025
Q1 | $83.7K | Hold |
268
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $77.7K | Sell |
268
-36
| -12% | -$10.4K | 0.06% | 129 |
|
|
2024
Q3 | $92.6K | Hold |
304
| – | – | 0.07% | 119 |
|
|
2024
Q2 | $76K | Hold |
304
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $85.2K | Hold |
304
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $90.1K | Hold |
304
| – | – | 0.07% | 116 |
|
|
2023
Q3 | $80.1K | Hold |
304
| – | – | 0.07% | 126 |
|
|
2023
Q2 | $90.7K | Hold |
304
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $85K | Buy |
+304
| New | +$85K | 0.07% | 129 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 143 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 144 |
|
|
2022
Q2 | – | Sell |
-343
| Closed | -$85K | – | 145 |
|
|
2022
Q1 | $85K | Buy |
+343
| New | +$85K | 0.07% | 136 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 141 |
|