Stiles Financial Services’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 | $1.27M | Buy |
4,351
+90
| +2% | +$26.3K | 0.44% | 69 |
|
|
2025
Q1 | $1.33M | Sell |
4,261
-38
| -0.9% | -$11.9K | 0.51% | 65 |
|
|
2024
Q4 | $1.25M | Buy |
4,299
+9
| +0.2% | +$2.61K | 0.45% | 68 |
|
|
2024
Q3 | $1.31M | Buy |
4,290
+121
| +3% | +$36.8K | 0.46% | 69 |
|
|
2024
Q2 | $1.06M | Sell |
4,169
-144
| -3% | -$36.7K | 0.41% | 73 |
|
|
2024
Q1 | $1.21M | Sell |
4,313
-39
| -0.9% | -$10.9K | 0.49% | 69 |
|
|
2023
Q4 | $1.29M | Buy |
4,352
+90
| +2% | +$26.7K | 0.59% | 57 |
|
|
2023
Q3 | $1.12M | Buy |
4,262
+11
| +0.3% | +$2.9K | 0.58% | 56 |
|
|
2023
Q2 | $1.27M | Sell |
4,251
-191
| -4% | -$57K | 0.63% | 55 |
|
|
2023
Q1 | $1.24M | Buy |
4,442
+13
| +0.3% | +$3.64K | 0.67% | 48 |
|
|
2022
Q4 | $1.17M | Sell |
4,429
-134
| -3% | -$35.3K | 0.67% | 48 |
|
|
2022
Q3 | $1.05M | Buy |
4,563
+5
| +0.1% | +$1.15K | 0.64% | 47 |
|
|
2022
Q2 | $1.13M | Sell |
4,558
-34
| -0.7% | -$8.39K | 0.68% | 47 |
|
|
2022
Q1 | $1.14M | Buy |
4,592
+288
| +7% | +$71.2K | 0.57% | 54 |
|
|
2021
Q4 | $1.15M | Buy |
+4,304
| New | +$1.15M | 0.56% | 54 |
|