Shepherd 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 | $2.76M | Buy |
9,451
+257
| +3% | +$75.1K | 0.29% | 60 |
|
|
2025
Q1 | $2.87M | Buy |
9,194
+200
| +2% | +$62.5K | 0.34% | 59 |
|
|
2024
Q4 | $2.61M | Buy |
8,994
+51
| +0.6% | +$14.8K | 0.31% | 53 |
|
|
2024
Q3 | $2.72M | Buy |
8,943
+307
| +4% | +$93.5K | 0.33% | 53 |
|
|
2024
Q2 | $2.2M | Buy |
8,636
+93
| +1% | +$23.7K | 0.28% | 58 |
|
|
2024
Q1 | $2.41M | Buy |
8,543
+382
| +5% | +$108K | 0.32% | 53 |
|
|
2023
Q4 | $2.42M | Buy |
8,161
+55
| +0.7% | +$16.3K | 0.34% | 49 |
|
|
2023
Q3 | $2.14M | Buy |
8,106
+498
| +7% | +$131K | 0.34% | 56 |
|
|
2023
Q2 | $2.27M | Buy |
7,608
+168
| +2% | +$50.1K | 0.35% | 52 |
|
|
2023
Q1 | $2.08M | Sell |
7,440
-12
| -0.2% | -$3.36K | 0.35% | 50 |
|
|
2022
Q4 | $1.96M | Buy |
7,452
+149
| +2% | +$39.3K | 0.36% | 50 |
|
|
2022
Q3 | $1.69M | Sell |
7,303
-130
| -2% | -$30K | 0.33% | 58 |
|
|
2022
Q2 | $1.84M | Buy |
7,433
+458
| +7% | +$113K | 0.36% | 54 |
|
|
2022
Q1 | $1.73M | Buy |
6,975
+329
| +5% | +$81.4K | 0.31% | 62 |
|
|
2021
Q4 | $1.78M | Buy |
6,646
+350
| +6% | +$93.8K | 0.31% | 62 |
|
|
2021
Q3 | $1.52M | Buy |
6,296
+4,752
| +308% | +$1.14M | 0.29% | 65 |
|
|
2021
Q2 | $357K | Buy |
1,544
+303
| +24% | +$70.1K | 0.07% | 122 |
|
|
2021
Q1 | $278K | Buy |
1,241
+44
| +4% | +$9.86K | 0.06% | 127 |
|
|
2020
Q4 | $257K | Buy |
1,197
+190
| +19% | +$40.8K | 0.06% | 124 |
|
|
2020
Q3 | $221K | Buy |
+1,007
| New | +$221K | 0.05% | 123 |
|