Ruggaard & Associates’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 | $349K | Sell |
1,194
-14
| -1% | -$4.09K | 0.14% | 84 |
|
|
2025
Q1 | $377K | Buy |
1,208
+77
| +7% | +$24.1K | 0.17% | 78 |
|
|
2024
Q4 | $328K | Buy |
1,131
+6
| +0.5% | +$1.74K | 0.14% | 85 |
|
|
2024
Q3 | $343K | Buy |
1,125
+133
| +13% | +$40.5K | 0.15% | 90 |
|
|
2024
Q2 | $253K | Buy |
992
+53
| +6% | +$13.5K | 0.12% | 98 |
|
|
2024
Q1 | $265K | Sell |
939
-59
| -6% | -$16.6K | 0.13% | 99 |
|
|
2023
Q4 | $296K | Buy |
998
+25
| +3% | +$7.41K | 0.16% | 91 |
|
|
2023
Q3 | $256K | Sell |
973
-6
| -0.6% | -$1.58K | 0.15% | 91 |
|
|
2023
Q2 | $292K | Buy |
979
+30
| +3% | +$8.95K | 0.17% | 83 |
|
|
2023
Q1 | $265K | Buy |
+949
| New | +$265K | 0.16% | 86 |
|