Stratos Wealth Advisors’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 | $2.41M | Sell |
8,254
-462
| -5% | -$135K | 0.13% | 168 |
|
2025
Q1 | $2.72M | Sell |
8,716
-793
| -8% | -$248K | 0.15% | 133 |
|
2024
Q4 | $2.76M | Sell |
9,509
-320
| -3% | -$92.8K | 0.13% | 159 |
|
2024
Q3 | $2.99M | Sell |
9,829
-114
| -1% | -$34.7K | 0.14% | 163 |
|
2024
Q2 | $2.53M | Sell |
9,943
-2,235
| -18% | -$570K | 0.13% | 166 |
|
2024
Q1 | $3.43M | Sell |
12,178
-10,018
| -45% | -$2.82M | 0.2% | 119 |
|
2023
Q4 | $6.58M | Buy |
22,196
+348
| +2% | +$103K | 0.38% | 63 |
|
2023
Q3 | $5.76M | Sell |
21,848
-882
| -4% | -$232K | 0.38% | 69 |
|
2023
Q2 | $6.78M | Sell |
22,730
-348
| -2% | -$104K | 0.48% | 42 |
|
2023
Q1 | $6.45M | Buy |
23,078
+103
| +0.4% | +$28.8K | 0.5% | 40 |
|
2022
Q4 | $6.05M | Sell |
22,975
-126
| -0.5% | -$33.2K | 0.5% | 41 |
|
2022
Q3 | $5.33M | Buy |
23,101
+1,409
| +6% | +$325K | 0.56% | 32 |
|
2022
Q2 | $5.36M | Buy |
21,692
+398
| +2% | +$98.3K | 0.49% | 44 |
|
2022
Q1 | $5.27M | Sell |
21,294
-715
| -3% | -$177K | 0.43% | 54 |
|
2021
Q4 | $5.9M | Buy |
22,009
+593
| +3% | +$159K | 0.42% | 55 |
|
2021
Q3 | $5.16M | Buy |
21,416
+2,674
| +14% | +$645K | 0.44% | 53 |
|
2021
Q2 | $4.33M | Buy |
18,742
+1,927
| +11% | +$445K | 0.38% | 70 |
|
2021
Q1 | $3.77M | Buy |
16,815
+2,225
| +15% | +$499K | 0.4% | 68 |
|
2020
Q4 | $3.13M | Buy |
14,590
+967
| +7% | +$208K | 0.43% | 62 |
|
2020
Q3 | $2.99M | Buy |
13,623
+877
| +7% | +$192K | 0.73% | 38 |
|
2020
Q2 | $2.35M | Buy |
12,746
+10,764
| +543% | +$1.99M | 0.72% | 41 |
|
2020
Q1 | $328K | Buy |
1,982
+197
| +11% | +$32.6K | 0.23% | 99 |
|
2019
Q4 | $353K | Sell |
1,785
-4,356
| -71% | -$861K | 0.2% | 116 |
|
2019
Q3 | $1.32M | Sell |
6,141
-177
| -3% | -$38K | 0.5% | 50 |
|
2019
Q2 | $1.31M | Buy |
6,318
+336
| +6% | +$69.8K | 0.52% | 42 |
|
2019
Q1 | $1.14M | Buy |
5,982
+413
| +7% | +$78.4K | 0.61% | 44 |
|
2018
Q4 | $989K | Buy |
+5,569
| New | +$989K | 0.66% | 39 |
|