ROI Financial 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 | $240K | Sell |
820
-31
| -4% | -$9.05K | 0.15% | 62 |
|
|
2025
Q1 | $266K | Sell |
851
-69
| -8% | -$21.6K | 0.19% | 55 |
|
|
2024
Q4 | $267K | Sell |
920
-40
| -4% | -$11.6K | 0.18% | 55 |
|
|
2024
Q3 | $292K | Buy |
+960
| New | +$292K | 0.2% | 52 |
|
|
2024
Q2 | – | Sell |
-759
| Closed | -$214K | – | 65 |
|
|
2024
Q1 | $214K | Buy |
+759
| New | +$214K | 0.17% | 59 |
|