Partnership 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 | $910K | Hold |
3,116
| – | – | 0.74% | 33 |
|
|
2025
Q1 | $973K | Buy |
3,116
+1
| +0% | +$312 | 0.83% | 29 |
|
|
2024
Q4 | $903K | Hold |
3,115
| – | – | 0.75% | 34 |
|
|
2024
Q3 | $948K | Buy |
3,115
+1
| +0% | +$304 | 0.67% | 29 |
|
|
2024
Q2 | $794K | Hold |
3,114
| – | – | 0.59% | 44 |
|
|
2024
Q1 | $878K | Hold |
3,114
| – | – | 0.62% | 43 |
|
|
2023
Q4 | $911K | Buy |
+3,114
| New | +$911K | 0.69% | 40 |
|