TrueWealth Advisors’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 | $366K | Sell |
1,254
-47
| -4% | -$13.7K | 0.11% | 152 |
|
|
2025
Q1 | $406K | Sell |
1,301
-33
| -2% | -$10.3K | 0.13% | 130 |
|
|
2024
Q4 | $387K | Sell |
1,334
-36
| -3% | -$10.4K | 0.13% | 144 |
|
|
2024
Q3 | $417K | Buy |
1,370
+15
| +1% | +$4.57K | 0.14% | 127 |
|
|
2024
Q2 | $345K | Sell |
1,355
-58
| -4% | -$14.8K | 0.13% | 130 |
|
|
2024
Q1 | $398K | Sell |
1,413
-24
| -2% | -$6.77K | 0.15% | 105 |
|
|
2023
Q4 | $426K | Sell |
1,437
-9
| -0.6% | -$2.67K | 0.17% | 101 |
|
|
2023
Q3 | $381K | Buy |
1,446
+21
| +1% | +$5.53K | 0.16% | 103 |
|
|
2023
Q2 | $425K | Buy |
1,425
+151
| +12% | +$45.1K | 0.17% | 95 |
|
|
2023
Q1 | $356K | Buy |
1,274
+188
| +17% | +$52.6K | 0.15% | 109 |
|
|
2022
Q4 | $286K | Buy |
1,086
+127
| +13% | +$33.5K | 0.13% | 136 |
|
|
2022
Q3 | $221K | Buy |
959
+87
| +10% | +$20K | 0.1% | 146 |
|
|
2022
Q2 | $215K | Sell |
872
-46
| -5% | -$11.3K | 0.1% | 154 |
|
|
2022
Q1 | $246K | Hold |
918
| – | – | 0.11% | 152 |
|
|
2021
Q4 | $246K | Buy |
+918
| New | +$246K | 0.11% | 152 |
|