Regimen Wealth’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 | $221K | Buy |
755
+3
| +0.4% | +$877 | 0.07% | 73 |
|
|
2025
Q1 | $235K | Sell |
752
-18
| -2% | -$5.62K | 0.08% | 62 |
|
|
2024
Q4 | $223K | Sell |
770
-1
| -0.1% | -$290 | 0.07% | 61 |
|
|
2024
Q3 | $235K | Buy |
+771
| New | +$235K | 0.08% | 60 |
|
|
2024
Q2 | – | Sell |
-740
| Closed | -$209K | – | 68 |
|
|
2024
Q1 | $209K | Buy |
740
+3
| +0.4% | +$846 | 0.07% | 59 |
|
|
2023
Q4 | $218K | Buy |
+737
| New | +$218K | 0.08% | 58 |
|
|
2023
Q3 | – | Sell |
-746
| Closed | -$223K | – | 60 |
|
|
2023
Q2 | $223K | Sell |
746
-34
| -4% | -$10.2K | 0.09% | 51 |
|
|
2023
Q1 | $208K | Sell |
780
-6
| -0.8% | -$1.6K | 0.09% | 55 |
|
|
2022
Q4 | $207K | Buy |
+786
| New | +$207K | 0.14% | 54 |
|