Robinson Smith 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 | $205K | Buy |
702
+1
| +0.1% | +$292 | 0.16% | 87 |
|
|
2025
Q1 | $219K | Sell |
701
-32
| -4% | -$10K | 0.18% | 82 |
|
|
2024
Q4 | $212K | Hold |
733
| – | – | 0.18% | 75 |
|
|
2024
Q3 | $223K | Sell |
733
-106
| -13% | -$32.3K | 0.19% | 78 |
|
|
2024
Q2 | $214K | Buy |
839
+96
| +13% | +$24.5K | 0.19% | 82 |
|
|
2024
Q1 | $209K | Sell |
743
-89
| -11% | -$25.1K | 0.2% | 77 |
|
|
2023
Q4 | $247K | Buy |
+832
| New | +$247K | 0.24% | 74 |
|