SYM Financial Corp’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 | $563K | Sell |
1,926
-274
| -12% | -$80K | 0.06% | 109 |
|
|
2025
Q1 | $687K | Buy |
2,200
+17
| +0.8% | +$5.31K | 0.08% | 72 |
|
|
2024
Q4 | $633K | Buy |
2,183
+113
| +5% | +$32.8K | 0.08% | 74 |
|
|
2024
Q3 | $630K | Buy |
2,070
+28
| +1% | +$8.53K | 0.08% | 59 |
|
|
2024
Q2 | $520K | Sell |
2,042
-14
| -0.7% | -$3.57K | 0.08% | 53 |
|
|
2024
Q1 | $580K | Sell |
2,056
-250
| -11% | -$70.5K | 0.1% | 44 |
|
|
2023
Q4 | $684K | Buy |
2,306
+85
| +4% | +$25.2K | 0.11% | 41 |
|
|
2023
Q3 | $585K | Buy |
2,221
+1,545
| +229% | +$407K | 0.1% | 39 |
|
|
2023
Q2 | $202K | Buy |
+676
| New | +$202K | 0.04% | 63 |
|
|
2018
Q1 | – | Sell |
-1,912
| Closed | -$329K | – | 70 |
|
|
2017
Q4 | $329K | Buy |
+1,912
| New | +$329K | 0.15% | 26 |
|