Philip James Wealth Mangement’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 | $508K | Sell |
1,739
-83
| -5% | -$24.3K | 0.06% | 108 |
|
|
2025
Q1 | $569K | Sell |
1,822
-501
| -22% | -$157K | 0.07% | 104 |
|
|
2024
Q4 | $673K | Buy |
2,323
+270
| +13% | +$78.3K | 0.09% | 94 |
|
|
2024
Q3 | $625K | Buy |
2,053
+1,015
| +98% | +$309K | 0.08% | 91 |
|
|
2024
Q2 | $265K | Sell |
1,038
-142
| -12% | -$36.2K | 0.18% | 54 |
|
|
2024
Q1 | $333K | Buy |
+1,180
| New | +$333K | 0.24% | 46 |
|