Sweeney & Michel’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 | $427K | Sell |
1,425
-255
| -15% | -$76.5K | 0.15% | 93 |
|
|
2025
Q1 | $504K | Buy |
+1,680
| New | +$504K | 0.22% | 72 |
|
|
2024
Q3 | $586K | Buy |
1,850
+21
| +1% | +$6.65K | 0.23% | 67 |
|
|
2024
Q2 | $449K | Buy |
1,829
+57
| +3% | +$14K | 0.19% | 72 |
|
|
2024
Q1 | $480K | Buy |
+1,772
| New | +$480K | 0.21% | 70 |
|
|
2023
Q3 | $333K | Buy |
+1,243
| New | +$333K | 0.17% | 83 |
|
|
2023
Q2 | – | Sell |
-823
| Closed | -$234K | – | 103 |
|
|
2023
Q1 | $234K | Buy |
+823
| New | +$234K | 0.12% | 94 |
|