Tiller Private Wealth’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
$332K Sell
1,135
-25
-2% -$7.31K 0.13% 41
2025
Q1
$362K Hold
1,160
0.15% 35
2024
Q4
$336K Buy
1,160
+28
+2% +$8.11K 0.14% 39
2024
Q3
$345K Hold
1,132
0.14% 33
2024
Q2
$288K Sell
1,132
-77
-6% -$19.6K 0.13% 38
2024
Q1
$341K Sell
1,209
-47
-4% -$13.2K 0.15% 35
2023
Q4
$372K Buy
1,256
+1
+0.1% +$296 0.19% 33
2023
Q3
$331K Sell
1,255
-1
-0.1% -$264 0.18% 33
2023
Q2
$375K Buy
1,256
+1
+0.1% +$298 0.2% 30
2023
Q1
$351K Hold
1,255
0.2% 32
2022
Q4
$331K Sell
1,255
-1
-0.1% -$264 0.2% 35
2022
Q3
$290K Sell
1,256
-200
-14% -$46.2K 0.19% 41
2022
Q2
$359K Sell
1,456
-17
-1% -$4.19K 0.22% 39
2022
Q1
$364K Buy
1,473
+292
+25% +$72.2K 0.21% 34
2021
Q4
$317K Hold
1,181
0.2% 36
2021
Q3
$285K Sell
1,181
-73
-6% -$17.6K 0.21% 36
2021
Q2
$290K Sell
1,254
-31
-2% -$7.17K 0.31% 35
2021
Q1
$288K Hold
1,285
0.36% 27
2020
Q4
$276K Buy
1,285
+48
+4% +$10.3K 0.37% 26
2020
Q3
$272K Sell
1,237
-39
-3% -$8.58K 0.5% 21
2020
Q2
$235K Buy
1,276
+9
+0.7% +$1.66K 0.48% 24
2020
Q1
$209K Hold
1,267
0.24% 30
2019
Q4
$250K Buy
1,267
+168
+15% +$33.1K 0.2% 31
2019
Q3
$236K Hold
1,099
0.2% 32
2019
Q2
$228K Hold
1,099
0.19% 31
2019
Q1
$209K Buy
+1,099
New +$209K 0.18% 33