Thrive Wealth Management’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 | $955K | Sell |
3,268
-80
| -2% | -$23.4K | 0.15% | 81 |
|
2025
Q1 | $1.05M | Sell |
3,348
-105
| -3% | -$32.8K | 0.2% | 61 |
|
2024
Q4 | $1M | Buy |
3,453
+40
| +1% | +$11.6K | 0.18% | 64 |
|
2024
Q3 | $1.04M | Sell |
3,413
-170
| -5% | -$51.8K | 0.19% | 67 |
|
2024
Q2 | $913K | Sell |
3,583
-717
| -17% | -$183K | 0.18% | 68 |
|
2024
Q1 | $1.21M | Sell |
4,300
-160
| -4% | -$45.1K | 0.25% | 49 |
|
2023
Q4 | $1.32M | Sell |
4,460
-139
| -3% | -$41.2K | 0.29% | 43 |
|
2023
Q3 | $1.21M | Buy |
4,599
+43
| +0.9% | +$11.3K | 0.32% | 42 |
|
2023
Q2 | $1.36M | Buy |
4,556
+163
| +4% | +$48.6K | 0.35% | 34 |
|
2023
Q1 | $1.23M | Buy |
4,393
+374
| +9% | +$105K | 0.31% | 37 |
|
2022
Q4 | $1.06M | Buy |
4,019
+901
| +29% | +$237K | 0.3% | 40 |
|
2022
Q3 | $719K | Buy |
3,118
+218
| +8% | +$50.3K | 0.25% | 50 |
|
2022
Q2 | $716K | Buy |
2,900
+981
| +51% | +$242K | 0.25% | 47 |
|
2022
Q1 | $475K | Sell |
1,919
-63
| -3% | -$15.6K | 0.14% | 85 |
|
2021
Q4 | $531K | Buy |
+1,982
| New | +$531K | 0.18% | 65 |
|