Strategic Wealth Partners’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 | $583K | Buy |
+1,997
| New | +$583K | 0.05% | 191 |
|
|
2024
Q4 | $593K | Sell |
1,914
-8
| -0.4% | -$2.48K | 0.05% | 190 |
|
|
2024
Q3 | $585K | Buy |
1,922
+9
| +0.5% | +$2.74K | 0.06% | 188 |
|
|
2024
Q2 | $488K | Sell |
1,913
-90
| -4% | -$22.9K | 0.05% | 197 |
|
|
2024
Q1 | $565K | Buy |
2,003
+102
| +5% | +$28.8K | 0.06% | 185 |
|
|
2023
Q4 | $564K | Sell |
1,901
-233
| -11% | -$69.1K | 0.07% | 171 |
|
|
2023
Q3 | $562K | Sell |
2,134
-173
| -7% | -$45.6K | 0.07% | 194 |
|
|
2023
Q2 | $689K | Sell |
2,307
-108
| -4% | -$32.2K | 0.09% | 182 |
|
|
2023
Q1 | $675K | Sell |
2,415
-114
| -5% | -$31.9K | 0.1% | 150 |
|
|
2022
Q4 | $667K | Sell |
2,529
-651
| -20% | -$172K | 0.12% | 151 |
|
|
2022
Q3 | $734K | Sell |
3,180
-6,699
| -68% | -$1.55M | 0.16% | 146 |
|
|
2022
Q2 | $2.44M | Buy |
9,879
+8,169
| +478% | +$2.02M | 0.53% | 64 |
|
|
2022
Q1 | $423K | Sell |
1,710
-218
| -11% | -$53.9K | 0.08% | 190 |
|
|
2021
Q4 | $517K | Buy |
1,928
+167
| +9% | +$44.8K | 0.1% | 188 |
|
|
2021
Q3 | $425K | Sell |
1,761
-1,244
| -41% | -$300K | 0.12% | 181 |
|
|
2021
Q2 | $694K | Buy |
+3,005
| New | +$694K | 0.23% | 115 |
|
|
2019
Q4 | – | Sell |
-380
| Closed | -$21.5K | – | 347 |
|
|
2019
Q3 | $21.5K | Buy |
380
+73
| +24% | +$4.14K | 0.11% | 113 |
|
|
2019
Q2 | $64K | Buy |
307
+100
| +48% | +$20.8K | 0.03% | 210 |
|
|
2019
Q1 | $39K | Hold |
207
| – | – | 0.02% | 261 |
|
|
2018
Q4 | $38K | Buy |
207
+67
| +48% | +$12.3K | 0.02% | 256 |
|
|
2018
Q3 | $23K | Sell |
140
-18
| -11% | -$2.96K | 0.01% | 312 |
|
|
2018
Q2 | $25K | Hold |
158
| – | – | 0.01% | 349 |
|
|
2018
Q1 | $25K | Sell |
158
-142
| -47% | -$22.5K | 0.01% | 321 |
|
|
2017
Q4 | $51K | Buy |
+300
| New | +$51K | 0.03% | 223 |
|