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Revolve Wealth Partners’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Buy
2,062
+2
+0.1% +$584 0.08% 107
2025
Q1
$643K Buy
2,060
+118
+6% +$36.9K 0.09% 98
2024
Q4
$563K Buy
1,942
+52
+3% +$15.1K 0.08% 110
2024
Q3
$576K Buy
1,890
+31
+2% +$9.44K 0.09% 105
2024
Q2
$474K Sell
1,859
-40
-2% -$10.2K 0.08% 107
2024
Q1
$535K Buy
1,899
+12
+0.6% +$3.38K 0.09% 98
2023
Q4
$560K Sell
1,887
-4
-0.2% -$1.19K 0.11% 85
2023
Q3
$498K Sell
1,891
-65
-3% -$17.1K 0.11% 85
2023
Q2
$584K Buy
1,956
+68
+4% +$20.3K 0.14% 74
2023
Q1
$528K Buy
1,888
+58
+3% +$16.2K 0.13% 77
2022
Q4
$482K Sell
1,830
-253
-12% -$66.7K 0.14% 78
2022
Q3
$481K Buy
2,083
+538
+35% +$124K 0.16% 72
2022
Q2
$381K Buy
+1,545
New +$381K 0.13% 83