Portside Wealth Group’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 | $1.75M | Sell |
5,984
-49
| -0.8% | -$14.3K | 0.26% | 86 |
|
|
2025
Q1 | $1.88M | Buy |
6,033
+355
| +6% | +$111K | 0.31% | 79 |
|
|
2024
Q4 | $1.65M | Sell |
5,678
-56
| -1% | -$16.2K | 0.27% | 85 |
|
|
2024
Q3 | $1.75M | Sell |
5,734
-98
| -2% | -$29.8K | 0.3% | 84 |
|
|
2024
Q2 | $1.49M | Sell |
5,832
-186
| -3% | -$47.4K | 0.28% | 89 |
|
|
2024
Q1 | $1.7M | Buy |
6,018
+10
| +0.2% | +$2.82K | 0.31% | 86 |
|
|
2023
Q4 | $1.78M | Sell |
6,008
-327
| -5% | -$97K | 0.33% | 85 |
|
|
2023
Q3 | $1.67M | Buy |
6,335
+229
| +4% | +$60.4K | 0.31% | 85 |
|
|
2023
Q2 | $1.82M | Buy |
+6,106
| New | +$1.82M | 0.34% | 78 |
|