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 |
|