U.S. Wealth Group’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
$2.3M Buy
7,864
+139
+2% +$40.6K 1.79% 27
2025
Q1
$2.41M Sell
7,725
-228
-3% -$71.2K 1.91% 19
2024
Q4
$2.31M Buy
+7,953
New +$2.31M 1.74% 23