SteelPeak Wealth’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 | $7.35M | Sell |
25,163
-1,790
| -7% | -$523K | 0.28% | 79 |
|
2025
Q1 | $8.42M | Buy |
26,953
+2,637
| +11% | +$824K | 0.35% | 67 |
|
2024
Q4 | $7.05M | Sell |
24,316
-1,446
| -6% | -$419K | 0.29% | 75 |
|
2024
Q3 | $7.84M | Buy |
25,762
+17,836
| +225% | +$5.43M | 0.34% | 64 |
|
2024
Q2 | $2.02M | Sell |
7,926
-232
| -3% | -$59.1K | 0.09% | 155 |
|
2024
Q1 | $2.3M | Buy |
8,158
+2,341
| +40% | +$660K | 0.12% | 137 |
|
2023
Q4 | $1.72M | Sell |
5,817
-165
| -3% | -$48.9K | 0.1% | 161 |
|
2023
Q3 | $1.58M | Sell |
5,982
-25,873
| -81% | -$6.82M | 0.1% | 149 |
|
2023
Q2 | $9.51M | Buy |
31,855
+26,657
| +513% | +$7.95M | 0.56% | 48 |
|
2023
Q1 | $1.45M | Buy |
5,198
+311
| +6% | +$87K | 0.1% | 137 |
|
2022
Q4 | $1.29M | Sell |
4,887
-6,187
| -56% | -$1.63M | 0.09% | 155 |
|
2022
Q3 | $2.56M | Buy |
11,074
+6,006
| +119% | +$1.39M | 0.19% | 94 |
|
2022
Q2 | $1.25M | Sell |
5,068
-1,368
| -21% | -$338K | 0.09% | 151 |
|
2022
Q1 | $1.59M | Sell |
6,436
-14,872
| -70% | -$3.68M | 0.09% | 131 |
|
2021
Q4 | $5.71M | Buy |
21,308
+15,702
| +280% | +$4.21M | 0.32% | 66 |
|
2021
Q3 | $1.35M | Buy |
5,606
+919
| +20% | +$222K | 0.09% | 131 |
|
2021
Q2 | $1.08M | Buy |
4,687
+956
| +26% | +$221K | 0.08% | 169 |
|
2021
Q1 | $836K | Sell |
3,731
-13,865
| -79% | -$3.11M | 0.07% | 171 |
|
2020
Q4 | $3.78M | Buy |
17,596
+11,866
| +207% | +$2.55M | 0.34% | 65 |
|
2020
Q3 | $1.26M | Sell |
5,730
-2,711
| -32% | -$595K | 0.14% | 112 |
|
2020
Q2 | $1.56M | Sell |
8,441
-15,315
| -64% | -$2.82M | 0.2% | 90 |
|
2020
Q1 | $3.93M | Buy |
23,756
+5,491
| +30% | +$908K | 0.62% | 48 |
|
2019
Q4 | $3.61M | Buy |
+18,265
| New | +$3.61M | 0.5% | 54 |
|