Ullmann Wealth Partners 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 | $489K | Buy |
1,674
+61
| +4% | +$17.8K | 0.06% | 97 |
|
|
2025
Q1 | $504K | Sell |
1,613
-154
| -9% | -$48.1K | 0.07% | 88 |
|
|
2024
Q4 | $512K | Buy |
1,767
+264
| +18% | +$76.5K | 0.07% | 89 |
|
|
2024
Q3 | $458K | Buy |
1,503
+60
| +4% | +$18.3K | 0.06% | 93 |
|
|
2024
Q2 | $368K | Sell |
1,443
-71
| -5% | -$18.1K | 0.05% | 87 |
|
|
2024
Q1 | $427K | Sell |
1,514
-171
| -10% | -$48.2K | 0.06% | 77 |
|
|
2023
Q4 | $500K | Buy |
1,685
+66
| +4% | +$19.6K | 0.08% | 65 |
|
|
2023
Q3 | $426K | Buy |
1,619
+525
| +48% | +$138K | 0.08% | 64 |
|
|
2023
Q2 | $326K | Buy |
1,094
+46
| +4% | +$13.7K | 0.07% | 76 |
|
|
2023
Q1 | $293K | Buy |
1,048
+30
| +3% | +$8.39K | 0.07% | 74 |
|
|
2022
Q4 | $268K | Buy |
1,018
+55
| +6% | +$14.5K | 0.07% | 72 |
|
|
2022
Q3 | $222K | Buy |
963
+139
| +17% | +$32K | 0.06% | 76 |
|
|
2022
Q2 | $203K | Buy |
+824
| New | +$203K | 0.06% | 80 |
|