SimplyRich’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 | $3.17M | Sell |
10,853
-4
| -0% | -$1.17K | 0.88% | 20 |
|
2025
Q1 | $3.39M | Sell |
10,857
-43
| -0.4% | -$13.4K | 0.98% | 20 |
|
2024
Q4 | $3.16M | Buy |
10,900
+45
| +0.4% | +$13K | 0.9% | 20 |
|
2024
Q3 | $3.31M | Buy |
10,855
+646
| +6% | +$197K | 0.92% | 20 |
|
2024
Q2 | $2.6M | Sell |
10,209
-112
| -1% | -$28.5K | 0.82% | 24 |
|
2024
Q1 | $2.91M | Buy |
10,321
+23
| +0.2% | +$6.49K | 0.94% | 21 |
|
2023
Q4 | $3.05M | Buy |
10,298
+34
| +0.3% | +$10.1K | 1.05% | 17 |
|
2023
Q3 | $2.7M | Sell |
10,264
-29
| -0.3% | -$7.64K | 1.31% | 12 |
|
2023
Q2 | $3.07M | Buy |
10,293
+2
| +0% | +$597 | 1.09% | 17 |
|
2023
Q1 | $2.88M | Hold |
10,291
| – | – | 1.08% | 18 |
|
2022
Q4 | $2.71M | Buy |
10,291
+5
| +0% | +$1.32K | 1.08% | 18 |
|
2022
Q3 | $2.37M | Sell |
10,286
-25
| -0.2% | -$5.77K | 1.07% | 17 |
|
2022
Q2 | $2.55M | Hold |
10,311
| – | – | 1.06% | 19 |
|
2022
Q1 | $2.55M | Sell |
10,311
-131
| -1% | -$32.4K | 0.89% | 20 |
|
2021
Q4 | $2.8M | Sell |
10,442
-90
| -0.9% | -$24.1K | 0.93% | 20 |
|
2021
Q3 | $2.54M | Buy |
10,532
+51
| +0.5% | +$12.3K | 0.92% | 20 |
|
2021
Q2 | $2.42M | Buy |
10,481
+169
| +2% | +$39K | 1.11% | 16 |
|
2021
Q1 | $2.31M | Buy |
10,312
+39
| +0.4% | +$8.74K | 0.92% | 22 |
|
2020
Q4 | $2.2M | Buy |
10,273
+125
| +1% | +$26.8K | 0.99% | 22 |
|
2020
Q3 | $2.23M | Hold |
10,148
| – | – | 1.12% | 20 |
|
2020
Q2 | $1.86M | Buy |
10,148
+62
| +0.6% | +$11.3K | 1.02% | 21 |
|
2020
Q1 | $1.7M | Sell |
10,086
-585
| -5% | -$98.4K | 1.13% | 20 |
|
2019
Q4 | $2.1M | Hold |
10,671
| – | – | 1.06% | 20 |
|
2019
Q3 | $2.28M | Hold |
10,671
| – | – | 1.24% | 17 |
|
2019
Q2 | $2.22M | Hold |
10,671
| – | – | 1.22% | 17 |
|
2019
Q1 | $2.03M | Hold |
10,671
| – | – | 1.65% | 17 |
|
2018
Q4 | $1.87M | Sell |
10,671
-30
| -0.3% | -$5.27K | 1.72% | 16 |
|
2018
Q3 | $1.79M | Hold |
10,701
| – | – | 0.98% | 24 |
|
2018
Q2 | $1.68M | Hold |
10,701
| – | – | 0.96% | 24 |
|
2018
Q1 | $1.67M | Hold |
10,701
| – | – | 0.93% | 23 |
|
2017
Q4 | $1.84M | Buy |
+10,701
| New | +$1.84M | 1.03% | 20 |
|