Richard W. Paul & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-119
| Closed | -$34.5K | – | 442 |
|
|
2024
Q4 | $34.5K | Hold |
119
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $36.2K | Hold |
119
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $30.3K | Sell |
119
-89
| -43% | -$22.7K | 0.01% | 225 |
|
|
2024
Q1 | $58.6K | Sell |
208
-1,674
| -89% | -$472K | 0.02% | 208 |
|
|
2023
Q4 | $558K | Buy |
1,882
+7
| +0.4% | +$2.08K | 0.23% | 107 |
|
|
2023
Q3 | $494K | Buy |
1,875
+102
| +6% | +$26.9K | 0.23% | 102 |
|
|
2023
Q2 | $529K | Buy |
1,773
+52
| +3% | +$15.5K | 0.23% | 107 |
|
|
2023
Q1 | $481K | Buy |
1,721
+36
| +2% | +$10.1K | 0.22% | 106 |
|
|
2022
Q4 | $444K | Buy |
+1,685
| New | +$444K | 0.22% | 104 |
|