Petix & Botte 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 | $1.45M | Hold |
4,956
| – | – | 0.36% | 48 |
|
|
2025
Q1 | $1.55M | Hold |
4,956
| – | – | 0.41% | 43 |
|
|
2024
Q4 | $1.44M | Hold |
4,956
| – | – | 0.38% | 47 |
|
|
2024
Q3 | $1.51M | Hold |
4,956
| – | – | 0.4% | 37 |
|
|
2024
Q2 | $1.26M | Buy |
4,956
+2,478
| +100% | +$631K | 0.36% | 42 |
|
|
2024
Q1 | $699K | Sell |
2,478
-2,478
| -50% | -$699K | 0.17% | 81 |
|
|
2023
Q4 | $1.47M | Hold |
4,956
| – | – | 0.43% | 36 |
|
|
2023
Q3 | $1.31M | Sell |
4,956
-18
| -0.4% | -$4.74K | 0.41% | 38 |
|
|
2023
Q2 | $1.48M | Buy |
4,974
+2,487
| +100% | +$742K | 0.46% | 36 |
|
|
2023
Q1 | $695K | Buy |
+2,487
| New | +$695K | 0.47% | 40 |
|
|
2022
Q3 | $574K | Buy |
2,487
+16
| +0.6% | +$3.69K | 0.44% | 40 |
|
|
2022
Q2 | $610K | Sell |
2,471
-2,471
| -50% | -$610K | 0.45% | 38 |
|
|
2022
Q1 | $1.22M | Buy |
4,942
+2,471
| +100% | +$611K | 0.38% | 40 |
|
|
2021
Q4 | $662K | Sell |
2,471
-2,461
| -50% | -$659K | 0.42% | 39 |
|
|
2021
Q3 | $1.19M | Buy |
4,932
+2,466
| +100% | +$595K | 0.4% | 40 |
|
|
2021
Q2 | $570K | Hold |
2,466
| – | – | 0.4% | 44 |
|
|
2021
Q1 | $553K | Sell |
2,466
-11
| -0.4% | -$2.47K | 0.41% | 44 |
|
|
2020
Q4 | $532K | Sell |
2,477
-89
| -3% | -$19.1K | 0.4% | 42 |
|
|
2020
Q3 | $564K | Sell |
2,566
-2,566
| -50% | -$564K | 0.45% | 40 |
|
|
2020
Q2 | $473K | Buy |
5,132
+2,567
| +100% | +$237K | 0.39% | 45 |
|
|
2020
Q1 | $424K | Sell |
2,565
-19
| -0.7% | -$3.14K | 0.41% | 42 |
|
|
2019
Q4 | $510K | Buy |
+2,584
| New | +$510K | 0.4% | 50 |
|