Tempus Wealth Planning’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 | $358K | Buy |
1,225
+1
| +0.1% | +$292 | 0.09% | 190 |
|
|
2025
Q1 | $382K | Hold |
1,224
| – | – | 0.11% | 177 |
|
|
2024
Q4 | $355K | Sell |
1,224
-19
| -2% | -$5.51K | 0.11% | 173 |
|
|
2024
Q3 | $379K | Buy |
1,243
+38
| +3% | +$11.6K | 0.14% | 152 |
|
|
2024
Q2 | $307K | Buy |
1,205
+50
| +4% | +$12.7K | 0.13% | 151 |
|
|
2024
Q1 | $326K | Buy |
1,155
+50
| +5% | +$14.1K | 0.14% | 145 |
|
|
2023
Q4 | $328K | Sell |
1,105
-75
| -6% | -$22.2K | 0.14% | 144 |
|
|
2023
Q3 | $311K | Sell |
1,180
-71
| -6% | -$18.7K | 0.16% | 119 |
|
|
2023
Q2 | $373K | Hold |
1,251
| – | – | 0.17% | 127 |
|
|
2023
Q1 | $350K | Sell |
1,251
-32
| -2% | -$8.95K | 0.17% | 118 |
|
|
2022
Q4 | $338K | Hold |
1,283
| – | – | 0.21% | 120 |
|
|
2022
Q3 | $296K | Hold |
1,283
| – | – | 0.2% | 134 |
|
|
2022
Q2 | $317K | Hold |
1,283
| – | – | 0.26% | 97 |
|
|
2022
Q1 | $317K | Hold |
1,283
| – | – | 0.23% | 101 |
|
|
2021
Q4 | $344K | Hold |
1,283
| – | – | 0.19% | 114 |
|
|
2021
Q3 | $309K | Buy |
1,283
+137
| +12% | +$33K | 0.18% | 123 |
|
|
2021
Q2 | $265K | Buy |
+1,146
| New | +$265K | 0.18% | 127 |
|