Spire 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 | $2.04M | Sell |
6,979
-5,847
| -46% | -$1.71M | 0.07% | 222 |
|
|
2025
Q1 | $4.01M | Buy |
12,826
+1,037
| +9% | +$324K | 0.13% | 148 |
|
|
2024
Q4 | $3.42M | Sell |
11,789
-7,236
| -38% | -$2.1M | 0.11% | 164 |
|
|
2024
Q3 | $5.79M | Sell |
19,025
-16,664
| -47% | -$5.07M | 0.2% | 107 |
|
|
2024
Q2 | $9.1M | Buy |
35,689
+17,157
| +93% | +$4.37M | 0.32% | 67 |
|
|
2024
Q1 | $5.23M | Sell |
18,532
-562
| -3% | -$158K | 0.09% | 157 |
|
|
2023
Q4 | $5.74M | Buy |
19,094
+672
| +4% | +$202K | 0.19% | 114 |
|
|
2023
Q3 | $4.85M | Buy |
18,422
+2,499
| +16% | +$658K | 0.18% | 110 |
|
|
2023
Q2 | $4.75M | Buy |
15,923
+206
| +1% | +$61.5K | 0.18% | 109 |
|
|
2023
Q1 | $4.39M | Sell |
15,717
-7,699
| -33% | -$2.15M | 0.17% | 118 |
|
|
2022
Q4 | $6.17M | Sell |
23,416
-3,063
| -12% | -$807K | 0.35% | 65 |
|
|
2022
Q3 | $6.11M | Sell |
26,479
-16,283
| -38% | -$3.76M | 0.37% | 66 |
|
|
2022
Q2 | $10.6M | Sell |
42,762
-14,915
| -26% | -$3.68M | 0.44% | 56 |
|
|
2022
Q1 | $14.3M | Buy |
57,677
+29,941
| +108% | +$7.41M | 0.38% | 68 |
|
|
2021
Q4 | $7.44M | Buy |
27,736
+4,878
| +21% | +$1.31M | 0.17% | 141 |
|
|
2021
Q3 | $5.51M | Buy |
22,858
+176
| +0.8% | +$42.4K | 0.15% | 156 |
|
|
2021
Q2 | $5.24M | Sell |
22,682
-8,122
| -26% | -$1.88M | 0.14% | 159 |
|
|
2021
Q1 | $6.65M | Buy |
+30,804
| New | +$6.65M | 0.18% | 133 |
|