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 |
|