Significant Wealth 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 | – | Sell |
-711
| Closed | -$222K | – | 100 |
|
|
2025
Q1 | $222K | Sell |
711
-110
| -13% | -$34.4K | 0.11% | 73 |
|
|
2024
Q4 | $238K | Sell |
821
-1,514
| -65% | -$439K | 0.12% | 63 |
|
|
2024
Q3 | $711K | Buy |
2,335
+390
| +20% | +$119K | 0.37% | 14 |
|
|
2024
Q2 | $496K | Buy |
1,945
+476
| +32% | +$121K | 0.28% | 17 |
|
|
2024
Q1 | $414K | Buy |
1,469
+29
| +2% | +$8.18K | 0.27% | 87 |
|
|
2023
Q4 | $427K | Buy |
+1,440
| New | +$427K | 0.31% | 91 |
|