Stone Summit 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 | $386K | Hold |
1,320
| – | – | 0.12% | 112 |
|
|
2025
Q1 | $412K | Sell |
1,320
-39
| -3% | -$12.2K | 0.14% | 108 |
|
|
2024
Q4 | $394K | Hold |
1,359
| – | – | 0.13% | 110 |
|
|
2024
Q3 | $414K | Sell |
1,359
-27
| -2% | -$8.22K | 0.13% | 111 |
|
|
2024
Q2 | $353K | Hold |
1,386
| – | – | 0.13% | 113 |
|
|
2024
Q1 | $391K | Buy |
1,386
+18
| +1% | +$5.08K | 0.14% | 115 |
|
|
2023
Q4 | $406K | Hold |
1,368
| – | – | 0.16% | 111 |
|
|
2023
Q3 | $360K | Hold |
1,368
| – | – | 0.15% | 113 |
|
|
2023
Q2 | $408K | Hold |
1,368
| – | – | 0.17% | 103 |
|
|
2023
Q1 | $383K | Sell |
1,368
-47
| -3% | -$13.1K | 0.17% | 99 |
|
|
2022
Q4 | $373K | Hold |
1,415
| – | – | 0.18% | 101 |
|
|
2022
Q3 | $327K | Hold |
1,415
| – | – | 0.2% | 98 |
|
|
2022
Q2 | $349K | Hold |
1,415
| – | – | 0.21% | 98 |
|
|
2022
Q1 | $352K | Buy |
+1,415
| New | +$352K | 0.2% | 106 |
|