Sovereign Financial Group’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 | $644K | Sell |
2,205
-173
| -7% | -$50.5K | 0.13% | 138 |
|
|
2025
Q1 | $743K | Buy |
2,378
+26
| +1% | +$8.12K | 0.17% | 113 |
|
|
2024
Q4 | $682K | Buy |
2,352
+4
| +0.2% | +$1.16K | 0.16% | 123 |
|
|
2024
Q3 | $715K | Sell |
2,348
-31
| -1% | -$9.44K | 0.17% | 117 |
|
|
2024
Q2 | $606K | Sell |
2,379
-6
| -0.3% | -$1.53K | 0.15% | 128 |
|
|
2024
Q1 | $672K | Sell |
2,385
-18
| -0.7% | -$5.07K | 0.18% | 114 |
|
|
2023
Q4 | $713K | Buy |
2,403
+146
| +6% | +$43.3K | 0.22% | 86 |
|
|
2023
Q3 | $595K | Sell |
2,257
-176
| -7% | -$46.4K | 0.21% | 100 |
|
|
2023
Q2 | $726K | Buy |
2,433
+564
| +30% | +$168K | 0.24% | 101 |
|
|
2023
Q1 | $523K | Buy |
1,869
+84
| +5% | +$23.5K | 0.19% | 122 |
|
|
2022
Q4 | $470K | Buy |
1,785
+464
| +35% | +$122K | 0.19% | 129 |
|
|
2022
Q3 | $305K | Buy |
1,321
+331
| +33% | +$76.4K | 0.12% | 149 |
|
|
2022
Q2 | $244K | Buy |
+990
| New | +$244K | 0.1% | 179 |
|