Sowell Financial Services’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 | $6.77M | Sell |
23,164
-919
| -4% | -$269K | 0.28% | 73 |
|
|
2025
Q1 | $7.52M | Buy |
24,083
+228
| +1% | +$71.2K | 0.34% | 60 |
|
|
2024
Q4 | $6.92M | Buy |
23,855
+652
| +3% | +$189K | 0.36% | 58 |
|
|
2024
Q3 | $7.07M | Buy |
23,203
+158
| +0.7% | +$48.1K | 0.33% | 72 |
|
|
2024
Q2 | $5.87M | Sell |
23,045
-485
| -2% | -$124K | 0.28% | 80 |
|
|
2024
Q1 | $6.63M | Sell |
23,530
-426
| -2% | -$120K | 0.31% | 77 |
|
|
2023
Q4 | $7.1M | Buy |
23,956
+1,447
| +6% | +$429K | 0.38% | 64 |
|
|
2023
Q3 | $5.93M | Buy |
22,509
+371
| +2% | +$97.7K | 0.37% | 67 |
|
|
2023
Q2 | $6.61M | Buy |
22,138
+2,913
| +15% | +$869K | 0.37% | 61 |
|
|
2023
Q1 | $5.38M | Sell |
19,225
-3,172
| -14% | -$887K | 0.41% | 49 |
|
|
2022
Q4 | $5.9M | Buy |
22,397
+2,068
| +10% | +$545K | 0.38% | 59 |
|
|
2022
Q3 | $4.69M | Sell |
20,329
-102
| -0.5% | -$23.5K | 0.47% | 51 |
|
|
2022
Q2 | $5.04M | Buy |
+20,431
| New | +$5.04M | 0.47% | 49 |
|
|
2022
Q1 | – | Sell |
-18,595
| Closed | -$4.99M | – | 369 |
|
|
2021
Q4 | $4.99M | Sell |
18,595
-1,792
| -9% | -$480K | 0.29% | 77 |
|
|
2021
Q3 | $4.92M | Sell |
20,387
-1,661
| -8% | -$400K | 0.33% | 71 |
|
|
2021
Q2 | $5.09M | Sell |
22,048
-11,356
| -34% | -$2.62M | 0.34% | 71 |
|
|
2021
Q1 | $7.85M | Buy |
33,404
+1,457
| +5% | +$342K | 0.27% | 84 |
|
|
2020
Q4 | $6.86M | Buy |
31,947
+333
| +1% | +$71.5K | 0.29% | 73 |
|
|
2020
Q3 | $6.94M | Buy |
31,614
+1,063
| +3% | +$233K | 0.35% | 66 |
|
|
2020
Q2 | $5.64M | Sell |
30,551
-690
| -2% | -$127K | 0.31% | 75 |
|
|
2020
Q1 | $5.17M | Buy |
31,241
+3,845
| +14% | +$636K | 0.38% | 61 |
|
|
2019
Q4 | $5.41M | Buy |
27,396
+1,087
| +4% | +$215K | 0.41% | 49 |
|
|
2019
Q3 | $5.65M | Buy |
+26,309
| New | +$5.65M | 0.47% | 48 |
|
|
2019
Q1 | $2.46M | Buy |
12,973
+4,875
| +60% | +$926K | 0.28% | 84 |
|
|
2018
Q4 | $1.44M | Sell |
8,098
-376
| -4% | -$66.8K | 0.2% | 108 |
|
|
2018
Q3 | $1.42M | Sell |
8,474
-158
| -2% | -$26.4K | 0.21% | 89 |
|
|
2018
Q2 | $1.37M | Sell |
8,632
-4,995
| -37% | -$790K | 0.29% | 78 |
|
|
2018
Q1 | $2.19M | Sell |
13,627
-2,457
| -15% | -$395K | 0.55% | 49 |
|
|
2017
Q4 | $2.81M | Sell |
16,084
-75
| -0.5% | -$13.1K | 0.69% | 42 |
|
|
2017
Q3 | $2.69M | Sell |
16,159
-2,114
| -12% | -$352K | 0.7% | 41 |
|
|
2017
Q2 | $2.83M | Buy |
18,273
+2,998
| +20% | +$464K | 0.8% | 36 |
|
|
2017
Q1 | $2.28M | Sell |
15,275
-320
| -2% | -$47.8K | 0.67% | 44 |
|
|
2016
Q4 | $1.96M | Buy |
+15,595
| New | +$1.96M | 0.66% | 43 |
|