Silverlake 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 | $663K | Buy |
2,270
+81
| +4% | +$23.7K | 0.19% | 136 |
|
|
2025
Q1 | $684K | Hold |
2,189
| – | – | 0.26% | 103 |
|
|
2024
Q4 | $635K | Sell |
2,189
-644
| -23% | -$187K | 0.24% | 103 |
|
|
2024
Q3 | $863K | Sell |
2,833
-38
| -1% | -$11.6K | 0.33% | 82 |
|
|
2024
Q2 | $732K | Buy |
2,871
+16
| +0.6% | +$4.08K | 0.3% | 86 |
|
|
2024
Q1 | $805K | Sell |
2,855
-57
| -2% | -$16.1K | 0.41% | 62 |
|
|
2023
Q4 | $863K | Sell |
2,912
-300
| -9% | -$88.9K | 0.48% | 55 |
|
|
2023
Q3 | $846K | Buy |
3,212
+444
| +16% | +$117K | 0.48% | 56 |
|
|
2023
Q2 | $826K | Sell |
2,768
-39
| -1% | -$11.6K | 0.46% | 56 |
|
|
2023
Q1 | $785K | Buy |
2,807
+25
| +0.9% | +$6.99K | 0.48% | 55 |
|
|
2022
Q4 | $733K | Buy |
2,782
+140
| +5% | +$36.9K | 0.46% | 58 |
|
|
2022
Q3 | $610K | Buy |
2,642
+12
| +0.5% | +$2.77K | 0.41% | 66 |
|
|
2022
Q2 | $649K | Buy |
2,630
+9
| +0.3% | +$2.22K | 0.42% | 65 |
|
|
2022
Q1 | $648K | Sell |
2,621
-5
| -0.2% | -$1.24K | 0.37% | 72 |
|
|
2021
Q4 | $704K | Buy |
+2,626
| New | +$704K | 0.38% | 69 |
|