Ruedi Wealth Management’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 | – | Sell |
-277
| Closed | -$86.4K | – | 215 |
|
|
2025
Q1 | $86.4K | Buy |
277
+1
| +0.4% | +$312 | 0.03% | 73 |
|
|
2024
Q4 | $80.1K | Hold |
276
| – | – | 0.03% | 74 |
|
|
2024
Q3 | $84K | Sell |
276
-21
| -7% | -$6.39K | 0.03% | 74 |
|
|
2024
Q2 | $75.8K | Sell |
297
-90
| -23% | -$23K | 0.03% | 72 |
|
|
2024
Q1 | $109K | Buy |
387
+1
| +0.3% | +$282 | 0.05% | 60 |
|
|
2023
Q4 | $115K | Hold |
386
| – | – | 0.05% | 57 |
|
|
2023
Q3 | $102K | Buy |
386
+200
| +108% | +$52.7K | 0.06% | 55 |
|
|
2023
Q2 | $55.4K | Sell |
186
-136
| -42% | -$40.5K | 0.03% | 73 |
|
|
2023
Q1 | $90.1K | Buy |
322
+249
| +341% | +$69.7K | 0.06% | 59 |
|
|
2022
Q4 | $19.2K | Buy |
+73
| New | +$19.2K | 0.01% | 113 |
|