San Luis 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 | $204K | Buy |
698
+1
| +0.1% | +$292 | 0.04% | 132 |
|
|
2025
Q1 | $218K | Sell |
697
-363
| -34% | -$114K | 0.05% | 127 |
|
|
2024
Q4 | $307K | Buy |
1,060
+16
| +2% | +$4.63K | 0.06% | 119 |
|
|
2024
Q3 | $318K | Sell |
1,044
-1,518
| -59% | -$462K | 0.07% | 113 |
|
|
2024
Q2 | $653K | Buy |
+2,562
| New | +$653K | 0.16% | 61 |
|
|
2023
Q3 | – | Sell |
-3,342
| Closed | -$997K | – | 120 |
|
|
2023
Q2 | $997K | Sell |
3,342
-247
| -7% | -$73.7K | 0.35% | 71 |
|
|
2023
Q1 | $1M | Buy |
+3,589
| New | +$1M | 0.39% | 70 |
|
|
2022
Q2 | – | Sell |
-5,805
| Closed | -$1.56M | – | 286 |
|
|
2022
Q1 | $1.56M | Buy |
+5,805
| New | +$1.56M | 0.76% | 29 |
|
|
2021
Q4 | – | Sell |
-8,952
| Closed | -$2.16M | – | 127 |
|
|
2021
Q3 | $2.16M | Buy |
+8,952
| New | +$2.16M | 1.2% | 19 |
|
|
2020
Q4 | $520K | Buy |
+2,425
| New | +$520K | 0.34% | 78 |
|