Roxbury Financial’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
$1.04M Sell
3,551
-70
-2% -$20.5K 1.01% 28
2025
Q1
$1.12M Sell
3,621
-90
-2% -$27.8K 1.09% 27
2024
Q4
$1.1M Buy
+3,711
New +$1.1M 1.06% 28