Riversedge 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 | $625K | Buy |
2,139
+101
| +5% | +$29.5K | 0.12% | 54 |
|
|
2025
Q1 | $637K | Buy |
2,038
+265
| +15% | +$82.8K | 0.14% | 57 |
|
|
2024
Q4 | $514K | Buy |
1,773
+87
| +5% | +$25.2K | 0.12% | 60 |
|
|
2024
Q3 | $513K | Buy |
1,686
+33
| +2% | +$10K | 0.12% | 53 |
|
|
2024
Q2 | $421K | Sell |
1,653
-347
| -17% | -$88.5K | 0.1% | 58 |
|
|
2024
Q1 | $564K | Buy |
2,000
+63
| +3% | +$17.8K | 0.14% | 49 |
|
|
2023
Q4 | $574K | Buy |
1,937
+306
| +19% | +$90.7K | 0.16% | 44 |
|
|
2023
Q3 | $430K | Buy |
1,631
+14
| +0.9% | +$3.69K | 0.13% | 50 |
|
|
2023
Q2 | $483K | Buy |
1,617
+6
| +0.4% | +$1.79K | 0.13% | 45 |
|
|
2023
Q1 | $450K | Buy |
1,611
+307
| +24% | +$85.8K | 0.13% | 53 |
|
|
2022
Q4 | $344K | Sell |
1,304
-36
| -3% | -$9.49K | 0.11% | 55 |
|
|
2022
Q3 | $309K | Buy |
1,340
+36
| +3% | +$8.3K | 0.11% | 62 |
|
|
2022
Q2 | $322K | Sell |
1,304
-168
| -11% | -$41.5K | 0.12% | 56 |
|
|
2022
Q1 | $364K | Hold |
1,472
| – | – | 0.12% | 52 |
|
|
2021
Q4 | $395K | Buy |
1,472
+178
| +14% | +$47.8K | 0.13% | 52 |
|
|
2021
Q3 | $312K | Sell |
1,294
-36
| -3% | -$8.68K | 0.11% | 50 |
|
|
2021
Q2 | $307K | Hold |
1,330
| – | – | 0.11% | 41 |
|
|
2021
Q1 | $298K | Hold |
1,330
| – | – | 0.13% | 38 |
|
|
2020
Q4 | $285K | Hold |
1,330
| – | – | 0.13% | 37 |
|
|
2020
Q3 | $292K | Hold |
1,330
| – | – | 0.15% | 36 |
|
|
2020
Q2 | $245K | Buy |
+1,330
| New | +$245K | 0.14% | 37 |
|