Total Clarity 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 | $650K | Buy |
2,223
+113
| +5% | +$33K | 0.19% | 130 |
|
|
2025
Q1 | $612K | Hold |
2,110
| – | – | 0.2% | 127 |
|
|
2024
Q4 | $612K | Sell |
2,110
-46
| -2% | -$13.3K | 0.2% | 129 |
|
|
2024
Q3 | $657K | Sell |
2,156
-16
| -0.7% | -$4.87K | 0.21% | 124 |
|
|
2024
Q2 | $553K | Sell |
2,172
-52
| -2% | -$13.3K | 0.19% | 123 |
|
|
2024
Q1 | $627K | Sell |
2,224
-204
| -8% | -$57.5K | 0.22% | 120 |
|
|
2023
Q4 | $720K | Sell |
2,428
-357
| -13% | -$106K | 0.3% | 100 |
|
|
2023
Q3 | $734K | Sell |
2,785
-30
| -1% | -$7.9K | 0.35% | 81 |
|
|
2023
Q2 | $840K | Buy |
2,815
+217
| +8% | +$64.7K | 0.42% | 70 |
|
|
2023
Q1 | $726K | Sell |
2,598
-762
| -23% | -$213K | 0.39% | 64 |
|
|
2022
Q4 | $886K | Buy |
3,360
+124
| +4% | +$32.7K | 0.45% | 57 |
|
|
2022
Q3 | $747K | Buy |
3,236
+2
| +0.1% | +$462 | 0.47% | 61 |
|
|
2022
Q2 | $798K | Sell |
3,234
-185
| -5% | -$45.6K | 0.41% | 57 |
|
|
2022
Q1 | $846K | Buy |
3,419
+691
| +25% | +$171K | 0.46% | 60 |
|
|
2021
Q4 | $731K | Buy |
2,728
+355
| +15% | +$95.1K | 0.33% | 76 |
|
|
2021
Q3 | $572K | Buy |
2,373
+1
| +0% | +$241 | 0.27% | 92 |
|
|
2021
Q2 | $548K | Buy |
2,372
+149
| +7% | +$34.4K | 0.31% | 95 |
|
|
2021
Q1 | $498K | Buy |
2,223
+68
| +3% | +$15.2K | 0.29% | 88 |
|
|
2020
Q4 | $463K | Buy |
2,155
+21
| +1% | +$4.51K | 0.32% | 87 |
|
|
2020
Q3 | $469K | Buy |
2,134
+118
| +6% | +$25.9K | 0.41% | 72 |
|
|
2020
Q2 | $372K | Buy |
2,016
+338
| +20% | +$62.4K | 0.34% | 83 |
|
|
2020
Q1 | $277K | Buy |
1,678
+180
| +12% | +$29.7K | 0.43% | 76 |
|
|
2019
Q4 | $296K | Buy |
+1,498
| New | +$296K | 0.22% | 96 |
|