Symphony Financial’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 | $3.1M | Buy |
13,527
+10,109
| +296% | +$2.32M | 0.41% | 59 |
|
|
2025
Q1 | $1.04M | Sell |
3,418
-5,589
| -62% | -$1.71M | 0.62% | 37 |
|
|
2024
Q4 | $2.54M | Buy |
9,007
+601
| +7% | +$170K | 0.4% | 55 |
|
|
2024
Q3 | $2.55M | Buy |
8,406
+815
| +11% | +$247K | 0.42% | 59 |
|
|
2024
Q2 | $1.94M | Buy |
7,591
+2,441
| +47% | +$624K | 0.35% | 64 |
|
|
2024
Q1 | $1.45M | Sell |
5,150
-903
| -15% | -$255K | 0.34% | 70 |
|
|
2023
Q4 | $1.76M | Buy |
6,053
+1,494
| +33% | +$434K | 0.38% | 64 |
|
|
2023
Q3 | $1.17M | Buy |
4,559
+282
| +7% | +$72.6K | 0.29% | 62 |
|
|
2023
Q2 | $1.26M | Sell |
4,277
-341
| -7% | -$100K | 0.31% | 70 |
|
|
2023
Q1 | $1.28M | Sell |
4,618
-350
| -7% | -$97.2K | 0.33% | 61 |
|
|
2022
Q4 | $1.32M | Buy |
4,968
+2,311
| +87% | +$612K | 0.35% | 60 |
|
|
2022
Q3 | $624K | Buy |
2,657
+524
| +25% | +$123K | 0.2% | 107 |
|
|
2022
Q2 | $528K | Sell |
2,133
-773
| -27% | -$191K | 0.16% | 124 |
|
|
2022
Q1 | $734K | Buy |
2,906
+1,019
| +54% | +$257K | 0.17% | 102 |
|
|
2021
Q4 | $507K | Buy |
1,887
+484
| +34% | +$130K | 0.14% | 113 |
|
|
2021
Q3 | $343K | Sell |
1,403
-315
| -18% | -$77K | 0.12% | 122 |
|
|
2021
Q2 | $397K | Sell |
1,718
-350
| -17% | -$80.9K | 0.14% | 116 |
|
|
2021
Q1 | $480K | Buy |
2,068
+926
| +81% | +$215K | 0.13% | 115 |
|
|
2020
Q4 | $240K | Buy |
+1,142
| New | +$240K | 0.09% | 141 |
|
|
2020
Q3 | – | Sell |
-1,257
| Closed | -$232K | – | 152 |
|
|
2020
Q2 | $232K | Buy |
+1,257
| New | +$232K | 0.11% | 123 |
|