Sweet Financial Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.39M | Sell |
4,579
-7,085
| -61% | -$2.16M | 0.3% | 69 |
|
|
2024
Q2 | $2.97M | Buy |
11,664
+1,091
| +10% | +$278K | 0.68% | 29 |
|
|
2024
Q1 | $2.98M | Buy |
10,573
+683
| +7% | +$193K | 0.69% | 27 |
|
|
2023
Q4 | $2.93M | Buy |
9,890
+1,073
| +12% | +$318K | 0.7% | 24 |
|
|
2023
Q3 | $2.32M | Buy |
8,817
+475
| +6% | +$125K | 0.62% | 28 |
|
|
2023
Q2 | $2.49M | Buy |
8,342
+1,387
| +20% | +$414K | 0.65% | 26 |
|
|
2023
Q1 | $1.94M | Buy |
6,955
+1,327
| +24% | +$371K | 0.54% | 31 |
|
|
2022
Q4 | $1.48M | Buy |
5,628
+417
| +8% | +$110K | 0.44% | 35 |
|
|
2022
Q3 | $1.2M | Buy |
5,211
+2,087
| +67% | +$481K | 0.38% | 38 |
|
|
2022
Q2 | $771K | Sell |
3,124
-114
| -4% | -$28.1K | 0.24% | 60 |
|
|
2022
Q1 | $801K | Buy |
3,238
+2,296
| +244% | +$568K | 0.21% | 60 |
|
|
2021
Q4 | $253K | Buy |
+942
| New | +$253K | 0.11% | 125 |
|