Safeguard Investment Advisory Group’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 | $467K | Buy |
1,598
+79
| +5% | +$23.1K | 0.12% | 79 |
|
|
2025
Q1 | $476K | Buy |
1,519
+543
| +56% | +$170K | 0.13% | 72 |
|
|
2024
Q4 | $283K | Sell |
976
-54
| -5% | -$15.7K | 0.08% | 90 |
|
|
2024
Q3 | $314K | Buy |
+1,030
| New | +$314K | 0.09% | 81 |
|
|
2021
Q1 | – | Sell |
-525
| Closed | -$112K | – | 446 |
|
|
2020
Q4 | $112K | Buy |
+525
| New | +$112K | 0.1% | 108 |
|