Souders Financial Advisors’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 | $1.87M | Sell |
6,416
-693
| -10% | -$202K | 0.24% | 57 |
|
|
2025
Q1 | $2.22M | Sell |
7,109
-3,185
| -31% | -$995K | 0.31% | 52 |
|
|
2024
Q4 | $2.98M | Sell |
10,294
-3,866
| -27% | -$1.12M | 0.42% | 56 |
|
|
2024
Q3 | $4.31M | Buy |
14,160
+9,940
| +236% | +$3.03M | 0.6% | 46 |
|
|
2024
Q2 | $1.08M | Sell |
4,220
-1,233
| -23% | -$314K | 0.16% | 92 |
|
|
2024
Q1 | $1.54M | Sell |
5,453
-160
| -3% | -$45.1K | 0.24% | 74 |
|
|
2023
Q4 | $1.66M | Sell |
5,613
-224
| -4% | -$66.4K | 0.28% | 72 |
|
|
2023
Q3 | $1.54M | Sell |
5,837
-31
| -0.5% | -$8.17K | 0.3% | 72 |
|
|
2023
Q2 | $1.75M | Buy |
5,868
+19
| +0.3% | +$5.67K | 0.33% | 69 |
|
|
2023
Q1 | $1.64M | Sell |
5,849
-290
| -5% | -$81.1K | 0.35% | 70 |
|
|
2022
Q4 | $1.62M | Buy |
6,139
+408
| +7% | +$108K | 0.37% | 70 |
|
|
2022
Q3 | $1.32M | Sell |
5,731
-425
| -7% | -$98K | 0.36% | 71 |
|
|
2022
Q2 | $1.52M | Buy |
6,156
+578
| +10% | +$143K | 0.44% | 62 |
|
|
2022
Q1 | $1.38M | Buy |
5,578
+160
| +3% | +$39.6K | 0.4% | 59 |
|
|
2021
Q4 | $1.45M | Buy |
5,418
+357
| +7% | +$95.7K | 0.42% | 60 |
|
|
2021
Q3 | $1.22M | Buy |
5,061
+625
| +14% | +$151K | 0.39% | 62 |
|
|
2021
Q2 | $1.03M | Buy |
4,436
+647
| +17% | +$149K | 0.35% | 66 |
|
|
2021
Q1 | $849K | Buy |
3,789
+720
| +23% | +$161K | 0.33% | 65 |
|
|
2020
Q4 | $659K | Buy |
3,069
+46
| +2% | +$9.88K | 0.29% | 68 |
|
|
2020
Q3 | $645K | Buy |
3,023
+87
| +3% | +$18.6K | 0.3% | 65 |
|
|
2020
Q2 | $542K | Buy |
2,936
+124
| +4% | +$22.9K | 0.31% | 70 |
|
|
2020
Q1 | $465K | Buy |
+2,812
| New | +$465K | 0.41% | 56 |
|