Transatlantique 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 | $263K | Hold |
899
| – | – | 0.1% | 193 |
|
|
2025
Q1 | $281K | Buy |
899
+9
| +1% | +$2.81K | 0.11% | 190 |
|
|
2024
Q4 | $258K | Hold |
890
| – | – | 0.1% | 187 |
|
|
2024
Q3 | $271K | Hold |
890
| – | – | 0.1% | 187 |
|
|
2024
Q2 | $227K | Hold |
890
| – | – | 0.09% | 190 |
|
|
2024
Q1 | $251K | Hold |
890
| – | – | 0.11% | 194 |
|
|
2023
Q4 | $264K | Hold |
890
| – | – | 0.12% | 191 |
|
|
2023
Q3 | $234K | Hold |
890
| – | – | 0.13% | 182 |
|
|
2023
Q2 | $266K | Sell |
890
-123
| -12% | -$36.7K | 0.14% | 180 |
|
|
2023
Q1 | $283K | Hold |
1,013
| – | – | 0.16% | 175 |
|
|
2022
Q4 | $267K | Hold |
1,013
| – | – | 0.16% | 167 |
|
|
2022
Q3 | $234K | Hold |
1,013
| – | – | 0.16% | 189 |
|
|
2022
Q2 | $250K | Buy |
+1,013
| New | +$250K | 0.17% | 176 |
|