Premier Path 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
$1.47M Buy
5,029
+23
+0.5% +$6.72K 0.2% 114
2025
Q1
$1.56M Sell
5,006
-136
-3% -$42.5K 0.24% 98
2024
Q4
$1.49M Buy
5,142
+300
+6% +$87K 0.23% 100
2024
Q3
$1.47M Sell
4,842
-97
-2% -$29.5K 0.23% 105
2024
Q2
$1.26M Sell
4,939
-79
-2% -$20.1K 0.21% 115
2024
Q1
$1.41M Buy
5,018
+45
+0.9% +$12.7K 0.27% 94
2023
Q4
$1.47M Buy
+4,973
New +$1.47M 0.33% 72