TriaGen 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 | $4.26M | Buy |
14,597
+153
| +1% | +$44.7K | 1.29% | 16 |
|
|
2025
Q1 | $4.51M | Buy |
14,444
+12,942
| +862% | +$4.04M | 1.59% | 11 |
|
|
2024
Q4 | $435K | Sell |
1,502
-320
| -18% | -$92.8K | 0.15% | 112 |
|
|
2024
Q3 | $555K | Hold |
1,822
| – | – | 0.19% | 103 |
|
|
2024
Q2 | $464K | Hold |
1,822
| – | – | 0.18% | 105 |
|
|
2024
Q1 | $514K | Sell |
1,822
-34
| -2% | -$9.59K | 0.21% | 95 |
|
|
2023
Q4 | $550K | Sell |
1,856
-4,976
| -73% | -$1.48M | 0.26% | 85 |
|
|
2023
Q3 | $1.8M | Sell |
6,832
-36
| -0.5% | -$9.48K | 0.92% | 38 |
|
|
2023
Q2 | $2.05M | Sell |
6,868
-5,014
| -42% | -$1.5M | 0.94% | 27 |
|
|
2023
Q1 | $3.32M | Buy |
11,882
+10,015
| +536% | +$2.8M | 1.67% | 12 |
|
|
2022
Q4 | $492K | Sell |
1,867
-40
| -2% | -$10.5K | 0.27% | 93 |
|
|
2022
Q3 | $440K | Hold |
1,907
| – | – | 0.24% | 97 |
|
|
2022
Q2 | $471K | Buy |
1,907
+10
| +0.5% | +$2.47K | 0.33% | 77 |
|
|
2022
Q1 | $469K | Sell |
1,897
-303
| -14% | -$74.9K | 0.24% | 107 |
|
|
2021
Q4 | $590K | Sell |
2,200
-302
| -12% | -$81K | 0.29% | 89 |
|
|
2021
Q3 | $603K | Hold |
2,502
| – | – | 0.33% | 88 |
|
|
2021
Q2 | $607K | Buy |
2,502
+580
| +30% | +$141K | 0.31% | 92 |
|
|
2021
Q1 | $431K | Hold |
1,922
| – | – | 0.25% | 101 |
|
|
2020
Q4 | $412K | Buy |
+1,922
| New | +$412K | 0.24% | 109 |
|