Rollins 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 | $804K | Buy |
2,752
+39
| +1% | +$11.4K | 0.13% | 67 |
|
|
2025
Q1 | $847K | Sell |
2,713
-38
| -1% | -$11.9K | 0.15% | 64 |
|
|
2024
Q4 | $798K | Buy |
2,751
+5
| +0.2% | +$1.45K | 0.12% | 63 |
|
|
2024
Q3 | $836K | Buy |
2,746
+19
| +0.7% | +$5.79K | 0.14% | 60 |
|
|
2024
Q2 | $695K | Sell |
2,727
-370
| -12% | -$94.3K | 0.12% | 68 |
|
|
2024
Q1 | $873K | Hold |
3,097
| – | – | 0.16% | 59 |
|
|
2023
Q4 | $918K | Buy |
+3,097
| New | +$918K | 0.19% | 52 |
|