Precedent 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 | $2.09M | Buy |
7,143
+610
| +9% | +$178K | 0.51% | 58 |
|
|
2025
Q1 | $2.04M | Buy |
6,533
+783
| +14% | +$245K | 0.57% | 53 |
|
|
2024
Q4 | $1.67M | Buy |
5,750
+34
| +0.6% | +$9.86K | 0.54% | 46 |
|
|
2024
Q3 | $1.74M | Buy |
5,716
+438
| +8% | +$133K | 0.57% | 39 |
|
|
2024
Q2 | $1.34M | Buy |
5,278
+280
| +6% | +$71.4K | 0.54% | 45 |
|
|
2024
Q1 | $1.41M | Buy |
4,998
+307
| +7% | +$86.6K | 0.61% | 38 |
|
|
2023
Q4 | $1.39M | Buy |
+4,691
| New | +$1.39M | 0.71% | 30 |
|