Twin Peaks Wealth 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 | $355K | Buy |
1,178
+173
| +17% | +$52.2K | 0.12% | 115 |
|
|
2025
Q1 | $314K | Sell |
1,005
-128
| -11% | -$40K | 0.14% | 110 |
|
|
2024
Q4 | $328K | Buy |
1,133
+13
| +1% | +$3.77K | 0.14% | 104 |
|
|
2024
Q3 | $341K | Buy |
1,120
+79
| +8% | +$24.1K | 0.16% | 97 |
|
|
2024
Q2 | $265K | Sell |
1,041
-102
| -9% | -$26K | 0.13% | 108 |
|
|
2024
Q1 | $322K | Sell |
1,143
-268
| -19% | -$75.6K | 0.18% | 97 |
|
|
2023
Q4 | $418K | Buy |
+1,411
| New | +$418K | 0.27% | 71 |
|