Pure Financial 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 | $2.28M | Buy |
7,801
+3,475
| +80% | +$1.02M | 0.04% | 144 |
|
2025
Q1 | $1.35M | Buy |
4,326
+545
| +14% | +$170K | 0.03% | 151 |
|
2024
Q4 | $1.1M | Buy |
3,781
+502
| +15% | +$146K | 0.02% | 159 |
|
2024
Q3 | $998K | Buy |
3,279
+334
| +11% | +$102K | 0.02% | 153 |
|
2024
Q2 | $751K | Sell |
2,945
-1,385
| -32% | -$353K | 0.02% | 165 |
|
2024
Q1 | $1.22M | Buy |
4,330
+1,397
| +48% | +$394K | 0.04% | 139 |
|
2023
Q4 | $870K | Buy |
2,933
+314
| +12% | +$93.1K | 0.03% | 153 |
|
2023
Q3 | $690K | Sell |
2,619
-97
| -4% | -$25.6K | 0.03% | 147 |
|
2023
Q2 | $811K | Buy |
2,716
+325
| +14% | +$97K | 0.03% | 137 |
|
2023
Q1 | $668K | Sell |
2,391
-45
| -2% | -$12.6K | 0.03% | 143 |
|
2022
Q4 | $642K | Buy |
2,436
+55
| +2% | +$14.5K | 0.03% | 139 |
|
2022
Q3 | $549K | Buy |
2,381
+322
| +16% | +$74.2K | 0.03% | 145 |
|
2022
Q2 | $508K | Sell |
2,059
-30
| -1% | -$7.4K | 0.03% | 154 |
|
2022
Q1 | $517K | Sell |
2,089
-263
| -11% | -$65.1K | 0.02% | 145 |
|
2021
Q4 | $631K | Buy |
2,352
+390
| +20% | +$105K | 0.03% | 129 |
|
2021
Q3 | $473K | Sell |
1,962
-11
| -0.6% | -$2.65K | 0.04% | 129 |
|
2021
Q2 | $456K | Buy |
1,973
+19
| +1% | +$4.39K | 0.04% | 132 |
|
2021
Q1 | $438K | Buy |
1,954
+145
| +8% | +$32.5K | 0.04% | 125 |
|
2020
Q4 | $388K | Buy |
1,809
+48
| +3% | +$10.3K | 0.05% | 127 |
|
2020
Q3 | $387K | Sell |
1,761
-13
| -0.7% | -$2.86K | 0.06% | 111 |
|
2020
Q2 | $327K | Buy |
1,774
+58
| +3% | +$10.7K | 0.05% | 107 |
|
2020
Q1 | $284K | Sell |
1,716
-15
| -0.9% | -$2.48K | 0.05% | 111 |
|
2019
Q4 | $342K | Buy |
1,731
+208
| +14% | +$41.1K | 0.06% | 111 |
|
2019
Q3 | $327K | Buy |
1,523
+100
| +7% | +$21.5K | 0.06% | 107 |
|
2019
Q2 | $295K | Sell |
1,423
-50
| -3% | -$10.4K | 0.05% | 115 |
|
2019
Q1 | $280K | Sell |
1,473
-82
| -5% | -$15.6K | 0.05% | 120 |
|
2018
Q4 | $276K | Sell |
1,555
-3
| -0.2% | -$532 | 0.06% | 119 |
|
2018
Q3 | $261K | Buy |
+1,558
| New | +$261K | 0.06% | 124 |
|