Stableford Capital II’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 | $956K | Buy |
3,203
+150
| +5% | +$44.8K | 0.36% | 86 |
|
|
2025
Q1 | $950K | Sell |
3,053
-100
| -3% | -$31.1K | 0.4% | 59 |
|
|
2024
Q4 | $914K | Sell |
3,153
-56
| -2% | -$16.2K | 0.36% | 78 |
|
|
2024
Q3 | $979K | Sell |
3,209
-276
| -8% | -$84.2K | 0.39% | 87 |
|
|
2024
Q2 | $910K | Buy |
3,485
+309
| +10% | +$80.6K | 0.36% | 96 |
|
|
2024
Q1 | $895K | Buy |
3,176
+197
| +7% | +$55.5K | 0.36% | 89 |
|
|
2023
Q4 | $876K | Sell |
2,979
-96
| -3% | -$28.2K | 0.38% | 74 |
|
|
2023
Q3 | $787K | Buy |
3,075
+238
| +8% | +$60.9K | 0.36% | 68 |
|
|
2023
Q2 | $816K | Buy |
+2,837
| New | +$816K | 0.36% | 71 |
|
|
2023
Q1 | – | Sell |
-2,981
| Closed | -$797K | – | 122 |
|
|
2022
Q4 | $797K | Sell |
2,981
-149
| -5% | -$39.8K | 0.43% | 63 |
|
|
2022
Q3 | $797K | Sell |
3,130
-21
| -0.7% | -$5.35K | 0.39% | 58 |
|
|
2022
Q2 | $817K | Sell |
3,151
-212
| -6% | -$55K | 0.38% | 71 |
|
|
2022
Q1 | $855K | Sell |
3,363
-14
| -0.4% | -$3.56K | 0.36% | 69 |
|
|
2021
Q4 | $856K | Buy |
3,377
+438
| +15% | +$111K | 0.36% | 82 |
|
|
2021
Q3 | $719K | Sell |
2,939
-150
| -5% | -$36.7K | 0.36% | 78 |
|
|
2021
Q2 | $714K | Buy |
3,089
+81
| +3% | +$18.7K | 0.34% | 86 |
|
|
2021
Q1 | $674K | Sell |
3,008
-25
| -0.8% | -$5.6K | 0.34% | 79 |
|
|
2020
Q4 | $651K | Buy |
+3,033
| New | +$651K | 0.38% | 80 |
|
|
2020
Q2 | – | Sell |
-9,300
| Closed | -$1.54M | – | 69 |
|
|
2020
Q1 | $1.54M | Buy |
9,300
+7,733
| +493% | +$1.28M | 1.06% | 32 |
|
|
2019
Q4 | $310K | Buy |
1,567
+9
| +0.6% | +$1.78K | 0.28% | 81 |
|
|
2019
Q3 | $335K | Sell |
1,558
-76
| -5% | -$16.3K | 0.31% | 62 |
|
|
2019
Q2 | $339K | Sell |
1,634
-298
| -15% | -$61.8K | 0.33% | 58 |
|
|
2019
Q1 | $367K | Sell |
1,932
-527
| -21% | -$100K | 0.31% | 61 |
|
|
2018
Q4 | $437K | Sell |
2,459
-706
| -22% | -$125K | 0.46% | 54 |
|
|
2018
Q3 | $529K | Buy |
+3,165
| New | +$529K | 0.35% | 62 |
|
|
2018
Q2 | – | Sell |
-3,339
| Closed | -$522K | – | 97 |
|
|
2018
Q1 | $522K | Buy |
3,339
+138
| +4% | +$21.6K | 0.37% | 55 |
|
|
2017
Q4 | $551K | Buy |
3,201
+175
| +6% | +$30.1K | 0.37% | 57 |
|
|
2017
Q3 | $474K | Buy |
3,026
+176
| +6% | +$27.6K | 0.34% | 67 |
|
|
2017
Q2 | $437K | Buy |
2,850
+587
| +26% | +$90K | 0.35% | 62 |
|
|
2017
Q1 | $293K | Buy |
+2,263
| New | +$293K | 0.25% | 80 |
|