Stegner Investment Associates’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 | $293K | Hold |
1,003
| – | – | 0.18% | 21 |
|
|
2025
Q1 | $313K | Sell |
1,003
-33
| -3% | -$10.3K | 0.22% | 22 |
|
|
2024
Q4 | $300K | Buy |
1,036
+33
| +3% | +$9.57K | 0.2% | 22 |
|
|
2024
Q3 | $305K | Sell |
1,003
-11
| -1% | -$3.35K | 0.21% | 21 |
|
|
2024
Q2 | $258K | Buy |
1,014
+11
| +1% | +$2.8K | 0.19% | 21 |
|
|
2024
Q1 | $283K | Buy |
+1,003
| New | +$283K | 0.21% | 20 |
|