Smith Salley 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 | $2.73M | Buy |
9,340
+787
| +9% | +$230K | 0.16% | 96 |
|
|
2025
Q1 | $2.67M | Buy |
8,553
+68
| +0.8% | +$21.2K | 0.18% | 88 |
|
|
2024
Q4 | $2.46M | Sell |
8,485
-245
| -3% | -$71K | 0.16% | 93 |
|
|
2024
Q3 | $2.66M | Buy |
8,730
+824
| +10% | +$251K | 0.17% | 86 |
|
|
2024
Q2 | $2.01M | Buy |
7,906
+216
| +3% | +$55K | 0.14% | 96 |
|
|
2024
Q1 | $2.17M | Sell |
7,690
-2,979
| -28% | -$840K | 0.17% | 93 |
|
|
2023
Q4 | $3.16M | Buy |
10,669
+60
| +0.6% | +$17.8K | 0.2% | 84 |
|
|
2023
Q3 | $2.79M | Buy |
10,609
+7,211
| +212% | +$1.9M | 0.21% | 81 |
|
|
2023
Q2 | $1.01M | Sell |
3,398
-60
| -2% | -$17.9K | 0.07% | 125 |
|
|
2023
Q1 | $967K | Sell |
3,458
-34
| -1% | -$9.51K | 0.08% | 130 |
|
|
2022
Q4 | $920K | Buy |
3,492
+257
| +8% | +$67.7K | 0.08% | 132 |
|
|
2022
Q3 | $746K | Buy |
3,235
+53
| +2% | +$12.2K | 0.07% | 136 |
|
|
2022
Q2 | $786K | Buy |
3,182
+275
| +9% | +$67.9K | 0.07% | 142 |
|
|
2022
Q1 | $719K | Sell |
2,907
-68
| -2% | -$16.8K | 0.05% | 159 |
|
|
2021
Q4 | $797K | Sell |
2,975
-78
| -3% | -$20.9K | 0.06% | 162 |
|
|
2021
Q3 | $736K | Sell |
3,053
-37
| -1% | -$8.92K | 0.06% | 164 |
|
|
2021
Q2 | $714K | Buy |
3,090
+127
| +4% | +$29.3K | 0.06% | 163 |
|
|
2021
Q1 | $664K | Buy |
2,963
+581
| +24% | +$130K | 0.06% | 154 |
|
|
2020
Q4 | $511K | Buy |
2,382
+87
| +4% | +$18.7K | 0.05% | 156 |
|
|
2020
Q3 | $504K | Sell |
2,295
-167
| -7% | -$36.7K | 0.06% | 130 |
|
|
2020
Q2 | $454K | Buy |
2,462
+310
| +14% | +$57.2K | 0.06% | 131 |
|
|
2020
Q1 | $356K | Buy |
2,152
+470
| +28% | +$77.8K | 0.06% | 135 |
|
|
2019
Q4 | $333K | Hold |
1,682
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $362K | Hold |
1,682
| – | – | 0.05% | 149 |
|
|
2019
Q2 | $349K | Sell |
1,682
-13
| -0.8% | -$2.7K | 0.05% | 147 |
|
|
2019
Q1 | $323K | Buy |
1,695
+157
| +10% | +$29.9K | 0.05% | 147 |
|
|
2018
Q4 | $273K | Sell |
1,538
-100
| -6% | -$17.8K | 0.05% | 146 |
|
|
2018
Q3 | $275K | Sell |
1,638
-105
| -6% | -$17.6K | 0.04% | 160 |
|
|
2018
Q2 | $273K | Buy |
1,743
+115
| +7% | +$18K | 0.05% | 154 |
|
|
2018
Q1 | $254K | Hold |
1,628
| – | – | 0.05% | 157 |
|
|
2017
Q4 | $281K | Sell |
1,628
-57
| -3% | -$9.84K | 0.05% | 151 |
|
|
2017
Q3 | $265K | Hold |
1,685
| – | – | 0.05% | 146 |
|
|
2017
Q2 | $257K | Hold |
1,685
| – | – | 0.05% | 150 |
|
|
2017
Q1 | $219K | Buy |
+1,685
| New | +$219K | 0.04% | 161 |
|
|
2016
Q2 | – | Sell |
-1,670
| Closed | -$209K | – | 166 |
|
|
2016
Q1 | $209K | Buy |
+1,670
| New | +$209K | 0.05% | 151 |
|
|
2015
Q1 | – | Sell |
-4,053
| Closed | -$380K | – | 172 |
|
|
2014
Q4 | $380K | Sell |
4,053
-8,194
| -67% | -$768K | 0.1% | 130 |
|
|
2014
Q3 | $1.16M | Buy |
12,247
+3,436
| +39% | +$326K | 0.31% | 96 |
|
|
2014
Q2 | $887K | Buy |
8,811
+3,774
| +75% | +$380K | 0.24% | 108 |
|
|
2014
Q1 | $494K | Buy |
5,037
+1,232
| +32% | +$121K | 0.31% | 70 |
|
|
2013
Q4 | $369K | Buy |
3,805
+1,470
| +63% | +$143K | 0.24% | 69 |
|
|
2013
Q3 | $225K | Buy |
+2,335
| New | +$225K | 0.18% | 76 |
|