Values Added Financial’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 | $283K | Buy |
967
+150
| +18% | +$43.8K | 0.14% | 99 |
|
|
2025
Q1 | $255K | Sell |
817
-105
| -11% | -$32.8K | 0.14% | 102 |
|
|
2024
Q4 | $267K | Buy |
922
+30
| +3% | +$8.7K | 0.15% | 99 |
|
|
2024
Q3 | $272K | Sell |
892
-70
| -7% | -$21.3K | 0.17% | 89 |
|
|
2024
Q2 | $245K | Sell |
962
-39
| -4% | -$9.94K | 0.18% | 80 |
|
|
2024
Q1 | $282K | Sell |
1,001
-277
| -22% | -$78.1K | 0.22% | 69 |
|
|
2023
Q4 | $379K | Buy |
1,278
+278
| +28% | +$82.4K | 0.31% | 57 |
|
|
2023
Q3 | $263K | Sell |
1,000
-54
| -5% | -$14.2K | 0.24% | 68 |
|
|
2023
Q2 | $315K | Buy |
+1,054
| New | +$315K | 0.29% | 60 |
|