Rooted 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 | $599K | Buy |
1,997
+204
| +11% | +$61.2K | 0.21% | 58 |
|
|
2025
Q1 | $538K | Buy |
1,793
+42
| +2% | +$12.6K | 0.23% | 54 |
|
|
2024
Q4 | $507K | Sell |
1,751
-152
| -8% | -$44K | 0.2% | 57 |
|
|
2024
Q3 | $573K | Buy |
1,903
+233
| +14% | +$70.2K | 0.26% | 50 |
|
|
2024
Q2 | $433K | Buy |
1,670
+183
| +12% | +$47.4K | 0.19% | 59 |
|
|
2024
Q1 | $413K | Buy |
1,487
+77
| +5% | +$21.4K | 0.2% | 56 |
|
|
2023
Q4 | $401K | Buy |
1,410
+124
| +10% | +$35.3K | 0.21% | 56 |
|
|
2023
Q3 | $355K | Buy |
1,286
+139
| +12% | +$38.4K | 0.22% | 54 |
|
|
2023
Q2 | $340K | Sell |
1,147
-74
| -6% | -$21.9K | 0.23% | 53 |
|
|
2023
Q1 | $353K | Buy |
1,221
+156
| +15% | +$45.1K | 0.26% | 52 |
|
|
2022
Q4 | $281K | Buy |
+1,065
| New | +$281K | 0.24% | 51 |
|