Semus Wealth 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 | $844K | Sell |
2,889
-16
| -0.6% | -$4.68K | 0.55% | 42 |
|
|
2025
Q1 | $908K | Buy |
2,905
+65
| +2% | +$20.3K | 0.63% | 36 |
|
|
2024
Q4 | $823K | Buy |
2,840
+107
| +4% | +$31K | 0.55% | 41 |
|
|
2024
Q3 | $832K | Sell |
2,733
-72
| -3% | -$21.9K | 0.58% | 36 |
|
|
2024
Q2 | $715K | Buy |
2,805
+129
| +5% | +$32.9K | 0.55% | 38 |
|
|
2024
Q1 | $755K | Sell |
2,676
-123
| -4% | -$34.7K | 0.64% | 36 |
|
|
2023
Q4 | $830K | Buy |
2,799
+13
| +0.5% | +$3.85K | 0.68% | 31 |
|
|
2023
Q3 | $734K | Buy |
2,786
+48
| +2% | +$12.6K | 0.68% | 33 |
|
|
2023
Q2 | $817K | Buy |
2,738
+136
| +5% | +$40.6K | 0.75% | 29 |
|
|
2023
Q1 | $728K | Sell |
2,602
-31
| -1% | -$8.67K | 0.78% | 27 |
|
|
2022
Q4 | $694K | Buy |
+2,633
| New | +$694K | 0.84% | 28 |
|