Prosperity Capital Advisors’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 | $675K | Buy |
2,311
+105
| +5% | +$30.7K | 0.06% | 142 |
|
2025
Q1 | $692K | Sell |
2,206
-28
| -1% | -$8.78K | 0.05% | 196 |
|
2024
Q4 | $648K | Buy |
2,234
+18
| +0.8% | +$5.22K | 0.05% | 197 |
|
2024
Q3 | $675K | Sell |
2,216
-93
| -4% | -$28.3K | 0.06% | 190 |
|
2024
Q2 | $589K | Sell |
2,309
-1,379
| -37% | -$352K | 0.07% | 176 |
|
2024
Q1 | $1.04M | Buy |
3,688
+1,778
| +93% | +$501K | 0.12% | 135 |
|
2023
Q4 | $567K | Sell |
1,910
-48
| -2% | -$14.2K | 0.06% | 145 |
|
2023
Q3 | $516K | Buy |
1,958
+92
| +5% | +$24.2K | 0.07% | 139 |
|
2023
Q2 | $557K | Buy |
1,866
+367
| +24% | +$109K | 0.08% | 126 |
|
2023
Q1 | $419K | Sell |
1,499
-65
| -4% | -$18.2K | 0.06% | 134 |
|
2022
Q4 | $412K | Buy |
+1,564
| New | +$412K | 0.13% | 113 |
|