Trajan 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 | $4.48M | Buy |
15,329
+338
| +2% | +$98.8K | 0.22% | 88 |
|
|
2025
Q1 | $4.68M | Buy |
14,991
+914
| +6% | +$286K | 0.26% | 88 |
|
|
2024
Q4 | $4.08M | Buy |
14,077
+1,406
| +11% | +$408K | 0.23% | 93 |
|
|
2024
Q3 | $3.86M | Buy |
12,671
+2,454
| +24% | +$747K | 0.23% | 92 |
|
|
2024
Q2 | $2.6M | Buy |
10,217
+1,746
| +21% | +$445K | 0.17% | 101 |
|
|
2024
Q1 | $2.39M | Buy |
+8,471
| New | +$2.39M | 0.16% | 100 |
|