Trueblood 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 | $1.55M | Buy |
5,305
+8
| +0.2% | +$2.34K | 0.65% | 41 |
|
|
2025
Q1 | $1.65M | Buy |
5,297
+101
| +2% | +$31.6K | 0.77% | 31 |
|
|
2024
Q4 | $1.51M | Sell |
5,196
-1,198
| -19% | -$347K | 0.74% | 29 |
|
|
2024
Q3 | $1.95M | Sell |
6,394
-71
| -1% | -$21.6K | 0.98% | 18 |
|
|
2024
Q2 | $1.65M | Sell |
6,465
-487
| -7% | -$124K | 0.93% | 23 |
|
|
2024
Q1 | $1.96M | Buy |
6,952
+213
| +3% | +$60.1K | 1.12% | 14 |
|
|
2023
Q4 | $2M | Buy |
+6,739
| New | +$2M | 1.25% | 9 |
|