Summit 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 | $217K | Hold |
741
| – | – | 0.04% | 205 |
|
|
2025
Q1 | $231K | Sell |
741
-130
| -15% | -$40.6K | 0.05% | 193 |
|
|
2024
Q4 | $253K | Buy |
871
+171
| +24% | +$49.6K | 0.05% | 180 |
|
|
2024
Q3 | $213K | Buy |
+700
| New | +$213K | 0.04% | 225 |
|
|
2024
Q1 | – | Sell |
-686
| Closed | -$203K | – | 224 |
|
|
2023
Q4 | $203K | Buy |
+686
| New | +$203K | 0.05% | 206 |
|
|
2023
Q3 | – | Sell |
-735
| Closed | -$219K | – | 191 |
|
|
2023
Q2 | $219K | Sell |
735
-151
| -17% | -$45.1K | 0.06% | 170 |
|
|
2023
Q1 | $248K | Hold |
886
| – | – | 0.06% | 164 |
|
|
2022
Q4 | $233K | Hold |
886
| – | – | 0.06% | 159 |
|
|
2022
Q3 | $204K | Buy |
+886
| New | +$204K | 0.06% | 154 |
|
|
2020
Q1 | – | Sell |
-1,136
| Closed | -$224K | – | 121 |
|
|
2019
Q4 | $224K | Buy |
+1,136
| New | +$224K | 0.08% | 111 |
|