Simplicity Wealth’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 | $4.83M | Buy |
16,535
+9,842
| +147% | +$2.88M | 0.2% | 114 |
|
|
2025
Q1 | $2.09M | Buy |
6,693
+4,677
| +232% | +$1.46M | 0.16% | 146 |
|
|
2024
Q4 | $584K | Sell |
2,016
-4,258
| -68% | -$1.23M | 0.12% | 143 |
|
|
2024
Q3 | $1.91M | Sell |
6,274
-20,290
| -76% | -$6.18M | 0.18% | 114 |
|
|
2024
Q2 | $6.77M | Sell |
26,564
-570
| -2% | -$145K | 0.15% | 138 |
|
|
2024
Q1 | $7.65M | Buy |
+27,134
| New | +$7.65M | 0.18% | 113 |
|