Strategic Wealth Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,006
| Closed | -$582K | – | 87 |
|
|
2024
Q4 | $582K | Sell |
2,006
-24
| -1% | -$6.96K | 0.06% | 92 |
|
|
2024
Q3 | $615K | Sell |
2,030
-49
| -2% | -$14.8K | 0.07% | 91 |
|
|
2024
Q2 | $520K | Buy |
+2,079
| New | +$520K | 0.07% | 90 |
|
|
2023
Q4 | $750K | Buy |
2,531
+317
| +14% | +$94K | 0.11% | 62 |
|
|
2023
Q3 | $583K | Sell |
2,214
-38
| -2% | -$10K | 0.11% | 67 |
|
|
2023
Q2 | $672K | Buy |
2,252
+980
| +77% | +$292K | 0.11% | 80 |
|
|
2023
Q1 | $356K | Buy |
1,272
+390
| +44% | +$109K | 0.07% | 96 |
|
|
2022
Q4 | $235K | Buy |
+882
| New | +$235K | 0.05% | 109 |
|
|
2022
Q1 | – | Sell |
-755
| Closed | -$202K | – | 108 |
|
|
2021
Q4 | $202K | Buy |
+755
| New | +$202K | 0.05% | 82 |
|