Sterling Wealth Management’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 | $3.58M | Buy |
+12,268
| New | +$3.58M | 1.22% | 20 |
|
|
2024
Q4 | $3.59M | Hold |
12,381
| – | – | 1.33% | 19 |
|
|
2024
Q3 | $3.77M | Buy |
12,381
+200
| +2% | +$60.9K | 1.41% | 19 |
|
|
2024
Q2 | $3.1M | Hold |
12,181
| – | – | 1.47% | 14 |
|
|
2024
Q1 | $3.43M | Buy |
12,181
+10,120
| +491% | +$2.85M | 1.71% | 14 |
|
|
2023
Q4 | $611K | Buy |
+2,061
| New | +$611K | 0.34% | 42 |
|