Seven Springs Wealth 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 | $215K | Hold |
735
| – | – | 0.05% | 80 |
|
|
2025
Q1 | $230K | Hold |
735
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $213K | Hold |
735
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $224K | Buy |
+735
| New | +$224K | 0.08% | 66 |
|
|
2024
Q2 | – | Sell |
-735
| Closed | -$207K | – | 64 |
|
|
2024
Q1 | $207K | Hold |
735
| – | – | 0.08% | 62 |
|
|
2023
Q4 | $218K | Buy |
+735
| New | +$218K | 0.1% | 58 |
|
|
2023
Q3 | – | Sell |
-735
| Closed | -$219K | – | 59 |
|
|
2023
Q2 | $219K | Hold |
735
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $206K | Buy |
+735
| New | +$206K | 0.1% | 60 |
|
|
2022
Q4 | – | Sell |
-903
| Closed | -$208K | – | 62 |
|
|
2022
Q3 | $208K | Buy |
+903
| New | +$208K | 0.11% | 57 |
|
|
2021
Q2 | – | Sell |
-735
| Closed | -$165K | – | 118 |
|
|
2021
Q1 | $165K | Hold |
735
| – | – | 0.08% | 60 |
|
|
2020
Q4 | $158K | Hold |
735
| – | – | 0.08% | 56 |
|
|
2020
Q3 | $161K | Hold |
735
| – | – | 0.1% | 53 |
|
|
2020
Q2 | $136K | Hold |
735
| – | – | 0.09% | 54 |
|
|
2020
Q1 | $122K | Hold |
735
| – | – | 0.09% | 60 |
|
|
2019
Q4 | $145K | Buy |
+735
| New | +$145K | 0.1% | 62 |
|