Shum Financial 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
Q1
$373K Sell
1,194
-32
-3% -$10K 0.32% 71
2024
Q4
$355K Buy
1,226
+12
+1% +$3.48K 0.31% 72
2024
Q3
$361K Buy
+1,214
New +$361K 0.3% 73