Private Wealth Management 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 | $171K | Sell |
585
-11
| -2% | -$3.21K | 0.06% | 87 |
|
|
2025
Q1 | $186K | Hold |
596
| – | – | 0.07% | 83 |
|
|
2024
Q4 | $173K | Buy |
596
+18
| +3% | +$5.21K | 0.07% | 85 |
|
|
2024
Q3 | $176K | Buy |
578
+3
| +0.5% | +$913 | 0.07% | 80 |
|
|
2024
Q2 | $146K | Sell |
575
-96
| -14% | -$24.4K | 0.06% | 84 |
|
|
2024
Q1 | $189K | Sell |
671
-1
| -0.1% | -$282 | 0.09% | 71 |
|
|
2023
Q4 | $199K | Buy |
+672
| New | +$199K | 0.1% | 68 |
|