SMART 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 | $324K | Buy |
1,109
+106
| +11% | +$31K | 0.1% | 133 |
|
|
2025
Q1 | $313K | Sell |
1,003
-777
| -44% | -$243K | 0.11% | 123 |
|
|
2024
Q4 | $516K | Sell |
1,780
-377
| -17% | -$109K | 0.18% | 101 |
|
|
2024
Q3 | $657K | Sell |
2,157
-139
| -6% | -$42.3K | 0.26% | 84 |
|
|
2024
Q2 | $585K | Buy |
2,296
+498
| +28% | +$127K | 0.24% | 71 |
|
|
2024
Q1 | $507K | Buy |
1,798
+551
| +44% | +$155K | 0.23% | 66 |
|
|
2023
Q4 | $370K | Buy |
1,247
+382
| +44% | +$113K | 0.2% | 54 |
|
|
2023
Q3 | $228K | Hold |
865
| – | – | 0.17% | 63 |
|
|
2023
Q2 | $258K | Buy |
+865
| New | +$258K | 0.19% | 67 |
|
|
2023
Q1 | – | Sell |
-876
| Closed | -$231K | – | 76 |
|
|
2022
Q4 | $231K | Buy |
+876
| New | +$231K | 0.17% | 77 |
|