Silver Oak Securities’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 | $683K | Buy |
2,336
+19
| +0.8% | +$5.55K | 0.06% | 337 |
|
|
2025
Q1 | $712K | Buy |
2,317
+44
| +2% | +$13.5K | 0.07% | 304 |
|
|
2024
Q4 | $658K | Buy |
2,273
+407
| +22% | +$118K | 0.06% | 319 |
|
|
2024
Q3 | $567K | Buy |
1,866
+22
| +1% | +$6.68K | 0.06% | 308 |
|
|
2024
Q2 | $470K | Sell |
1,844
-135
| -7% | -$34.4K | 0.07% | 234 |
|
|
2024
Q1 | $558K | Buy |
1,979
+21
| +1% | +$5.92K | 0.09% | 211 |
|
|
2023
Q4 | $581K | Buy |
1,958
+797
| +69% | +$236K | 0.08% | 252 |
|
|
2023
Q3 | $306K | Sell |
1,161
-296
| -20% | -$78K | 0.07% | 223 |
|
|
2023
Q2 | $435K | Buy |
1,457
+190
| +15% | +$56.7K | 0.07% | 255 |
|
|
2023
Q1 | $354K | Buy |
1,267
+262
| +26% | +$73.2K | 0.06% | 253 |
|
|
2022
Q4 | $265K | Sell |
1,005
-156
| -13% | -$41.1K | 0.05% | 247 |
|
|
2022
Q3 | $306K | Buy |
1,161
+159
| +16% | +$41.9K | 0.07% | 223 |
|
|
2022
Q2 | $253K | Sell |
1,002
-370
| -27% | -$93.4K | 0.06% | 223 |
|
|
2022
Q1 | $345K | Buy |
+1,372
| New | +$345K | 0.07% | 212 |
|