Summit Place Financial 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 | $214K | Buy |
731
+37
| +5% | +$10.8K | 0.11% | 86 |
|
|
2025
Q1 | $217K | Hold |
694
| – | – | 0.12% | 90 |
|
|
2024
Q4 | $201K | Hold |
694
| – | – | 0.11% | 90 |
|
|
2024
Q3 | $211K | Buy |
+694
| New | +$211K | 0.12% | 89 |
|
|
2023
Q3 | – | Sell |
-703
| Closed | -$210K | – | 90 |
|
|
2023
Q2 | $210K | Buy |
+703
| New | +$210K | 0.14% | 89 |
|