River Wealth 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 | $593K | Sell |
2,031
-100
| -5% | -$29.2K | 0.07% | 147 |
|
|
2025
Q1 | $666K | Sell |
2,131
-134
| -6% | -$41.9K | 0.09% | 130 |
|
|
2024
Q4 | $657K | Sell |
2,265
-657
| -22% | -$190K | 0.09% | 136 |
|
|
2024
Q3 | $890K | Sell |
2,922
-1,381
| -32% | -$421K | 0.12% | 116 |
|
|
2024
Q2 | $1.1M | Buy |
4,303
+138
| +3% | +$35.2K | 0.16% | 105 |
|
|
2024
Q1 | $1.17M | Sell |
4,165
-102
| -2% | -$28.8K | 0.17% | 106 |
|
|
2023
Q4 | $1.27M | Sell |
4,267
-81
| -2% | -$24K | 0.2% | 101 |
|
|
2023
Q3 | $1.15M | Sell |
4,348
-18
| -0.4% | -$4.74K | 0.2% | 104 |
|
|
2023
Q2 | $1.3M | Sell |
4,366
-27
| -0.6% | -$8.06K | 0.22% | 103 |
|
|
2023
Q1 | $1.23M | Sell |
4,393
-344
| -7% | -$96.2K | 0.22% | 105 |
|
|
2022
Q4 | $1.25M | Buy |
4,737
+19
| +0.4% | +$5.01K | 0.24% | 98 |
|
|
2022
Q3 | $1.09M | Buy |
4,718
+284
| +6% | +$65.6K | 0.23% | 99 |
|
|
2022
Q2 | $1.1M | Sell |
4,434
-31
| -0.7% | -$7.66K | 0.2% | 108 |
|
|
2022
Q1 | $1.1M | Sell |
4,465
-145
| -3% | -$35.9K | 0.18% | 113 |
|
|
2021
Q4 | $1.24M | Buy |
4,610
+262
| +6% | +$70.2K | 0.19% | 108 |
|
|
2021
Q3 | $1.05M | Buy |
4,348
+23
| +0.5% | +$5.54K | 0.18% | 109 |
|
|
2021
Q2 | $999K | Sell |
4,325
-145
| -3% | -$33.5K | 0.17% | 112 |
|
|
2021
Q1 | $1M | Buy |
4,470
+465
| +12% | +$104K | 0.19% | 107 |
|
|
2020
Q4 | $859K | Buy |
4,005
+279
| +7% | +$59.8K | 0.19% | 108 |
|
|
2020
Q3 | $818K | Buy |
3,726
+1,266
| +51% | +$278K | 0.21% | 102 |
|
|
2020
Q2 | $454K | Buy |
+2,460
| New | +$454K | 0.14% | 125 |
|
|
2019
Q1 | – | Sell |
-456
| Closed | -$81K | – | 353 |
|
|
2018
Q4 | $81K | Sell |
456
-72
| -14% | -$12.8K | 0.04% | 201 |
|
|
2018
Q3 | $88K | Sell |
528
-99
| -16% | -$16.5K | 0.03% | 215 |
|
|
2018
Q2 | $98K | Buy |
+627
| New | +$98K | 0.04% | 202 |
|