SS&H 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 | $581K | Sell |
1,990
-382
| -16% | -$112K | 0.19% | 81 |
|
|
2025
Q1 | $741K | Sell |
2,372
-381
| -14% | -$119K | 0.28% | 72 |
|
|
2024
Q4 | $799K | Sell |
2,753
-100
| -4% | -$29K | 0.29% | 76 |
|
|
2024
Q3 | $869K | Buy |
2,853
+300
| +12% | +$91.4K | 0.32% | 72 |
|
|
2024
Q2 | $650K | Hold |
2,553
| – | – | 0.25% | 79 |
|
|
2024
Q1 | $719K | Hold |
2,553
| – | – | 0.3% | 71 |
|
|
2023
Q4 | $757K | Hold |
2,553
| – | – | 0.32% | 72 |
|
|
2023
Q3 | $673K | Buy |
+2,553
| New | +$673K | 0.32% | 70 |
|
|
2023
Q1 | $718K | Buy |
2,567
+1,527
| +147% | +$427K | 0.33% | 68 |
|
|
2022
Q4 | $274K | Sell |
1,040
-1,000
| -49% | -$264K | 0.13% | 108 |
|
|
2022
Q3 | $471K | Hold |
2,040
| – | – | 0.24% | 81 |
|
|
2022
Q2 | $504K | Hold |
2,040
| – | – | 0.23% | 83 |
|
|
2022
Q1 | $504K | Buy |
+2,040
| New | +$504K | 0.2% | 97 |
|