Strait & Sound 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 | $587K | Buy |
2,008
+1,236
| +160% | +$361K | 0.25% | 79 |
|
|
2025
Q1 | $241K | Hold |
772
| – | – | 0.11% | 129 |
|
|
2024
Q4 | $224K | Hold |
772
| – | – | 0.1% | 138 |
|
|
2024
Q3 | $235K | Sell |
772
-25
| -3% | -$7.61K | 0.11% | 129 |
|
|
2024
Q2 | $203K | Hold |
797
| – | – | 0.1% | 141 |
|
|
2024
Q1 | $214K | Buy |
797
+71
| +10% | +$19.1K | 0.12% | 123 |
|
|
2023
Q4 | $211K | Buy |
+726
| New | +$211K | 0.13% | 119 |
|
|
2023
Q3 | – | Sell |
-741
| Closed | -$221K | – | 133 |
|
|
2023
Q2 | $221K | Sell |
741
-1,625
| -69% | -$485K | 0.22% | 98 |
|
|
2023
Q1 | $662K | Hold |
2,366
| – | – | 0.66% | 38 |
|
|
2022
Q4 | $649K | Buy |
+2,366
| New | +$649K | 0.71% | 34 |
|