Seneca Financial 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 | $209K | Sell |
715
-72
| -9% | -$21K | 0.08% | 55 |
|
|
2025
Q1 | $246K | Buy |
787
+72
| +10% | +$22.5K | 0.12% | 46 |
|
|
2024
Q4 | $207K | Hold |
715
| – | – | 0.1% | 51 |
|
|
2024
Q3 | $218K | Buy |
+715
| New | +$218K | 0.11% | 49 |
|
|
2024
Q2 | – | Sell |
-745
| Closed | -$210K | – | 61 |
|
|
2024
Q1 | $210K | Buy |
745
+1
| +0.1% | +$282 | 0.11% | 53 |
|
|
2023
Q4 | $221K | Buy |
+744
| New | +$221K | 0.13% | 52 |
|
|
2023
Q3 | – | Sell |
-744
| Closed | -$222K | – | 52 |
|
|
2023
Q2 | $222K | Sell |
744
-100
| -12% | -$29.8K | 0.15% | 49 |
|
|
2023
Q1 | $236K | Buy |
+844
| New | +$236K | 0.15% | 51 |
|