Shira Ridge Wealth Management’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 | $207K | Hold |
707
| – | – | 0.09% | 80 |
|
|
2025
Q1 | $221K | Sell |
707
-6
| -0.8% | -$1.87K | 0.11% | 70 |
|
|
2024
Q4 | $207K | Buy |
713
+46
| +7% | +$13.3K | 0.1% | 74 |
|
|
2024
Q3 | $203K | Buy |
+667
| New | +$203K | 0.1% | 77 |
|
|
2024
Q1 | – | Sell |
-682
| Closed | -$202K | – | 76 |
|
|
2023
Q4 | $202K | Buy |
+682
| New | +$202K | 0.12% | 73 |
|
|
2023
Q3 | – | Sell |
-693
| Closed | -$207K | – | 69 |
|
|
2023
Q2 | $207K | Buy |
+693
| New | +$207K | 0.13% | 63 |
|