UP Strategic Wealth Investment 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 | $497K | Sell |
1,702
-161
| -9% | -$47K | 0.39% | 42 |
|
|
2025
Q1 | $582K | Buy |
1,863
+27
| +1% | +$8.43K | 0.52% | 36 |
|
|
2024
Q4 | $532K | Buy |
1,836
+279
| +18% | +$80.9K | 0.53% | 34 |
|
|
2024
Q3 | $474K | Buy |
1,557
+170
| +12% | +$51.8K | 0.53% | 36 |
|
|
2024
Q2 | $353K | Buy |
1,387
+112
| +9% | +$28.5K | 0.54% | 40 |
|
|
2024
Q1 | $359K | Hold |
1,275
| – | – | 0.59% | 38 |
|
|
2023
Q4 | $378K | Buy |
+1,275
| New | +$378K | 0.69% | 37 |
|