Stegent Equity 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 | $558K | Sell |
1,910
-2,156
| -53% | -$630K | 0.49% | 62 |
|
|
2025
Q1 | $1.27M | Buy |
4,066
+1,512
| +59% | +$472K | 1.29% | 27 |
|
|
2024
Q4 | $740K | Buy |
2,554
+1,533
| +150% | +$444K | 0.75% | 42 |
|
|
2024
Q3 | $311K | Sell |
1,021
-472
| -32% | -$144K | 0.34% | 69 |
|
|
2024
Q2 | $380K | Sell |
1,493
-2,467
| -62% | -$629K | 0.4% | 52 |
|
|
2024
Q1 | $1.12M | Buy |
3,960
+3,104
| +363% | +$875K | 1.13% | 34 |
|
|
2023
Q4 | $254K | Buy |
+856
| New | +$254K | 0.3% | 58 |
|