REDW Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,388
| Closed | -$423K | – | 146 |
|
|
2024
Q3 | $423K | Hold |
1,388
| – | – | 0.11% | 103 |
|
|
2024
Q2 | $354K | Hold |
1,388
| – | – | 0.09% | 113 |
|
|
2024
Q1 | $391K | Hold |
1,388
| – | – | 0.11% | 100 |
|
|
2023
Q4 | $412K | Hold |
1,388
| – | – | 0.12% | 92 |
|
|
2023
Q3 | $366K | Buy |
1,388
+9
| +0.7% | +$2.37K | 0.11% | 93 |
|
|
2023
Q2 | $412K | Hold |
1,379
| – | – | 0.12% | 94 |
|
|
2023
Q1 | $386K | Buy |
1,379
+248
| +22% | +$69.3K | 0.12% | 93 |
|
|
2022
Q4 | $298K | Hold |
1,131
| – | – | 0.1% | 103 |
|
|
2022
Q3 | $261K | Buy |
1,131
+32
| +3% | +$7.39K | 0.1% | 96 |
|
|
2022
Q2 | $271K | Hold |
1,099
| – | – | 0.1% | 97 |
|
|
2022
Q1 | $272K | Sell |
1,099
-27
| -2% | -$6.68K | 0.08% | 101 |
|
|
2021
Q4 | $302K | Buy |
1,126
+95
| +9% | +$25.5K | 0.09% | 88 |
|
|
2021
Q3 | $249K | Hold |
1,031
| – | – | 0.08% | 96 |
|
|
2021
Q2 | $238K | Hold |
1,031
| – | – | 0.08% | 102 |
|
|
2021
Q1 | $231K | Hold |
1,031
| – | – | 0.08% | 101 |
|
|
2020
Q4 | $221K | Hold |
1,031
| – | – | 0.08% | 87 |
|
|
2020
Q3 | $226K | Buy |
+1,031
| New | +$226K | 0.1% | 81 |
|
|
2019
Q4 | – | Sell |
-930
| Closed | -$200K | – | 86 |
|
|
2019
Q3 | $200K | Buy |
+930
| New | +$200K | 0.12% | 78 |
|