Paragon Private 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 | $1.09M | Buy |
3,746
+228
| +6% | +$66.6K | 0.44% | 66 |
|
|
2025
Q1 | $1.1M | Sell |
3,518
-56
| -2% | -$17.5K | 0.51% | 59 |
|
|
2024
Q4 | $1.04M | Buy |
3,574
+383
| +12% | +$111K | 0.48% | 58 |
|
|
2024
Q3 | $972K | Buy |
3,191
+449
| +16% | +$137K | 0.48% | 61 |
|
|
2024
Q2 | $699K | Sell |
2,742
-114
| -4% | -$29.1K | 0.39% | 73 |
|
|
2024
Q1 | $805K | Buy |
2,856
+204
| +8% | +$57.5K | 0.48% | 67 |
|
|
2023
Q4 | $786K | Buy |
2,652
+172
| +7% | +$51K | 0.55% | 64 |
|
|
2023
Q3 | $653K | Buy |
2,480
+20
| +0.8% | +$5.27K | 0.54% | 62 |
|
|
2023
Q2 | $734K | Buy |
2,460
+24
| +1% | +$7.16K | 0.58% | 60 |
|
|
2023
Q1 | $681K | Sell |
2,436
-36
| -1% | -$10.1K | 0.57% | 58 |
|
|
2022
Q4 | $651K | Buy |
2,472
+191
| +8% | +$50.3K | 0.59% | 52 |
|
|
2022
Q3 | $583K | Buy |
2,281
+339
| +17% | +$86.6K | 0.57% | 52 |
|
|
2022
Q2 | $479K | Buy |
1,942
+105
| +6% | +$25.9K | 0.51% | 63 |
|
|
2022
Q1 | $456K | Buy |
1,837
+356
| +24% | +$88.4K | 0.45% | 66 |
|
|
2021
Q4 | $397K | Buy |
+1,481
| New | +$397K | 0.35% | 75 |
|