Richardson Financial Services’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 | $958K | Buy |
3,219
+37
| +1% | +$11K | 0.64% | 34 |
|
|
2025
Q1 | $994K | Buy |
3,182
+29
| +0.9% | +$9.06K | 0.76% | 29 |
|
|
2024
Q4 | $913K | Buy |
3,153
+10
| +0.3% | +$2.9K | 0.64% | 39 |
|
|
2024
Q3 | $801K | Hold |
3,143
| – | – | 0.51% | 51 |
|
|
2024
Q2 | $801K | Sell |
3,143
-75
| -2% | -$19.1K | 0.58% | 46 |
|
|
2024
Q1 | $907K | Buy |
3,218
+147
| +5% | +$41.4K | 0.64% | 42 |
|
|
2023
Q4 | $911K | Buy |
+3,071
| New | +$911K | 0.8% | 31 |
|