Tyler-Stone 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
$1.45M Sell
4,958
-4
-0.1% -$1.17K 0.23% 86
2025
Q1
$1.55M Sell
4,962
-446
-8% -$139K 0.28% 73
2024
Q4
$1.57M Buy
5,408
+207
+4% +$60K 0.28% 71
2024
Q3
$1.58M Buy
5,201
+2,707
+109% +$824K 0.3% 73
2024
Q2
$636K Sell
2,494
-164
-6% -$41.8K 0.26% 78
2024
Q1
$749K Sell
2,658
-55
-2% -$15.5K 0.33% 55
2023
Q4
$805K Buy
2,713
+16
+0.6% +$4.75K 0.4% 52
2023
Q3
$711K Buy
2,697
+35
+1% +$9.23K 0.41% 51
2023
Q2
$794K Buy
+2,662
New +$794K 0.45% 46
2022
Q4
$683K Buy
2,593
+1
+0% +$263 0.46% 50
2022
Q3
$598K Hold
2,592
0.46% 54
2022
Q2
$640K Buy
2,592
+43
+2% +$10.6K 0.43% 54
2022
Q1
$630K Buy
2,549
+10
+0.4% +$2.47K 0.35% 65
2021
Q4
$681K Buy
+2,539
New +$681K 0.36% 55