Tower Wealth Partners’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 | $607K | Buy |
2,078
+232
| +13% | +$67.8K | 0.36% | 32 |
|
|
2025
Q1 | $577K | Buy |
1,846
+304
| +20% | +$95K | 0.31% | 31 |
|
|
2024
Q4 | $447K | Sell |
1,542
-136
| -8% | -$39.4K | 0.23% | 38 |
|
|
2024
Q3 | $511K | Sell |
1,678
-263
| -14% | -$80.1K | 0.3% | 30 |
|
|
2024
Q2 | $495K | Sell |
1,941
-30
| -2% | -$7.65K | 0.31% | 30 |
|
|
2024
Q1 | $556K | Buy |
1,971
+33
| +2% | +$9.3K | 0.36% | 31 |
|
|
2023
Q4 | $575K | Sell |
1,938
-3
| -0.2% | -$890 | 0.41% | 28 |
|
|
2023
Q3 | $511K | Buy |
1,941
+14
| +0.7% | +$3.69K | 0.42% | 31 |
|
|
2023
Q2 | $575K | Sell |
1,927
-81
| -4% | -$24.2K | 0.46% | 28 |
|
|
2023
Q1 | $561K | Buy |
2,008
+32
| +2% | +$8.95K | 0.47% | 28 |
|
|
2022
Q4 | $521K | Buy |
1,976
+70
| +4% | +$18.4K | 0.45% | 29 |
|
|
2022
Q3 | $520K | Sell |
1,906
-115
| -6% | -$31.4K | 0.49% | 28 |
|
|
2022
Q2 | $499K | Buy |
2,021
+210
| +12% | +$51.9K | 0.66% | 25 |
|
|
2022
Q1 | $448K | Sell |
1,811
-9
| -0.5% | -$2.23K | 0.49% | 29 |
|
|
2021
Q4 | $488K | Sell |
1,820
-348
| -16% | -$93.3K | 0.49% | 27 |
|
|
2021
Q3 | $523K | Buy |
2,168
+63
| +3% | +$15.2K | 0.55% | 24 |
|
|
2021
Q2 | $486K | Buy |
2,105
+17
| +0.8% | +$3.93K | 0.53% | 28 |
|
|
2021
Q1 | $468K | Buy |
2,088
+175
| +9% | +$39.2K | 0.6% | 26 |
|
|
2020
Q4 | $410K | Buy |
+1,913
| New | +$410K | 0.47% | 26 |
|