Talisman Wealth Advisors’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 | $490K | Buy |
1,678
+12
| +0.7% | +$3.51K | 0.45% | 53 |
|
|
2025
Q1 | $520K | Sell |
1,666
-38
| -2% | -$11.9K | 0.53% | 50 |
|
|
2024
Q4 | $494K | Sell |
1,704
-16
| -0.9% | -$4.64K | 0.52% | 50 |
|
|
2024
Q3 | $523K | Sell |
1,720
-35
| -2% | -$10.6K | 0.55% | 46 |
|
|
2024
Q2 | $447K | Buy |
1,755
+5
| +0.3% | +$1.27K | 0.52% | 50 |
|
|
2024
Q1 | $493K | Sell |
1,750
-4
| -0.2% | -$1.13K | 0.62% | 46 |
|
|
2023
Q4 | $520K | Buy |
1,754
+1
| +0.1% | +$297 | 0.77% | 39 |
|
|
2023
Q3 | $462K | Hold |
1,753
| – | – | 0.8% | 40 |
|
|
2023
Q2 | $523K | Buy |
1,753
+99
| +6% | +$29.5K | 0.89% | 35 |
|
|
2023
Q1 | $462K | Buy |
1,654
+367
| +29% | +$103K | 0.83% | 37 |
|
|
2022
Q4 | $339K | Buy |
+1,287
| New | +$339K | 0.72% | 47 |
|