Resurgent 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 | $369K | Buy |
1,265
+16
| +1% | +$4.67K | 0.2% | 131 |
|
|
2025
Q1 | $390K | Sell |
1,249
-8
| -0.6% | -$2.5K | 0.23% | 119 |
|
|
2024
Q4 | $364K | Buy |
1,257
+4
| +0.3% | +$1.16K | 0.21% | 128 |
|
|
2024
Q3 | $382K | Sell |
1,253
-49
| -4% | -$14.9K | 0.22% | 131 |
|
|
2024
Q2 | $332K | Sell |
1,302
-18
| -1% | -$4.59K | 0.21% | 134 |
|
|
2024
Q1 | $372K | Buy |
1,320
+16
| +1% | +$4.51K | 0.2% | 131 |
|
|
2023
Q4 | $387K | Buy |
1,304
+68
| +6% | +$20.2K | 0.24% | 112 |
|
|
2023
Q3 | $326K | Buy |
1,236
+107
| +9% | +$28.2K | 0.22% | 102 |
|
|
2023
Q2 | $337K | Buy |
1,129
+6
| +0.5% | +$1.79K | 0.22% | 101 |
|
|
2023
Q1 | $314K | Sell |
1,123
-1,121
| -50% | -$314K | 0.21% | 101 |
|
|
2022
Q4 | $591K | Buy |
2,244
+230
| +11% | +$60.6K | 0.31% | 77 |
|
|
2022
Q3 | $465K | Buy |
2,014
+3
| +0.1% | +$693 | 0.31% | 90 |
|
|
2022
Q2 | $496K | Buy |
+2,011
| New | +$496K | 0.32% | 90 |
|