Second Half Financial Partners’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 | $206K | Buy |
704
+27
| +4% | +$7.89K | 0.1% | 83 |
|
|
2025
Q1 | $211K | Buy |
+677
| New | +$211K | 0.1% | 80 |
|
|
2024
Q4 | – | Sell |
-6,495
| Closed | -$1.98M | – | 105 |
|
|
2024
Q3 | $1.98M | Buy |
+6,495
| New | +$1.98M | 1.05% | 30 |
|
|
2024
Q2 | – | Sell |
-10,847
| Closed | -$3.06M | – | 57 |
|
|
2024
Q1 | $3.06M | Buy |
10,847
+323
| +3% | +$91.1K | 1.36% | 27 |
|
|
2023
Q4 | $3.12M | Buy |
+10,524
| New | +$3.12M | 1.54% | 19 |
|
|
2023
Q3 | – | Sell |
-901
| Closed | -$269K | – | 98 |
|
|
2023
Q2 | $269K | Buy |
+901
| New | +$269K | 0.06% | 131 |
|