Pine Harbor 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 | $336K | Buy |
1,148
+160
| +16% | +$46.8K | 0.12% | 72 |
|
|
2025
Q1 | $309K | Sell |
988
-93
| -9% | -$29.1K | 0.12% | 66 |
|
|
2024
Q4 | $314K | Sell |
1,081
-150
| -12% | -$43.5K | 0.13% | 69 |
|
|
2024
Q3 | $375K | Buy |
1,231
+5
| +0.4% | +$1.52K | 0.19% | 64 |
|
|
2024
Q2 | $313K | Sell |
1,226
-8
| -0.6% | -$2.04K | 0.18% | 69 |
|
|
2024
Q1 | $348K | Sell |
1,234
-15
| -1% | -$4.23K | 0.22% | 65 |
|
|
2023
Q4 | $370K | Buy |
+1,249
| New | +$370K | 0.28% | 61 |
|