Perfromance Wealth Partners’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 | $481K | Buy |
1,646
+623
| +61% | +$182K | 0.02% | 109 |
|
|
2025
Q1 | $320K | Buy |
+1,023
| New | +$320K | 0.01% | 129 |
|
|
2024
Q2 | – | Sell |
-35,199
| Closed | -$9.92M | – | 177 |
|
|
2024
Q1 | $9.92M | Sell |
35,199
-1,177
| -3% | -$332K | 0.42% | 20 |
|
|
2023
Q4 | $10.8M | Sell |
36,376
-403
| -1% | -$119K | 0.47% | 19 |
|
|
2023
Q3 | $9.69M | Buy |
36,779
+2,048
| +6% | +$540K | 0.47% | 21 |
|
|
2023
Q2 | $10.3M | Buy |
34,731
+1,687
| +5% | +$501K | 0.47% | 19 |
|
|
2023
Q1 | $9.24M | Buy |
33,044
+3,048
| +10% | +$852K | 0.47% | 21 |
|
|
2022
Q4 | $7.9M | Buy |
29,996
+5,336
| +22% | +$1.41M | 0.48% | 24 |
|
|
2022
Q3 | $5.69M | Buy |
24,660
+2,971
| +14% | +$686K | 0.33% | 29 |
|
|
2022
Q2 | $5.36M | Buy |
21,689
+1,023
| +5% | +$253K | 0.3% | 32 |
|
|
2022
Q1 | $5.11M | Sell |
20,666
-687
| -3% | -$170K | 0.22% | 38 |
|
|
2021
Q4 | $5.72M | Buy |
+21,353
| New | +$5.72M | 0.23% | 39 |
|