Triad 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 | $598K | Buy |
2,048
+434
| +27% | +$127K | 0.12% | 131 |
|
|
2025
Q1 | $504K | Buy |
1,614
+645
| +67% | +$202K | 0.16% | 104 |
|
|
2024
Q4 | $281K | Buy |
+969
| New | +$281K | 0.1% | 144 |
|
|
2024
Q3 | – | Sell |
-600
| Closed | -$153K | – | 553 |
|
|
2024
Q2 | $153K | Buy |
+600
| New | +$153K | 0.08% | 109 |
|