Vantage Financial Partners (Wisconsin)’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 | $433K | Buy |
1,481
+8
| +0.5% | +$2.34K | 0.1% | 122 |
|
|
2025
Q1 | $460K | Buy |
1,473
+73
| +5% | +$22.8K | 0.11% | 110 |
|
|
2024
Q4 | $406K | Sell |
1,400
-2
| -0.1% | -$580 | 0.1% | 116 |
|
|
2024
Q3 | $427K | Buy |
1,402
+250
| +22% | +$76.2K | 0.11% | 114 |
|
|
2024
Q2 | $293K | Buy |
1,152
+181
| +19% | +$46.1K | 0.08% | 118 |
|
|
2024
Q1 | $274K | Buy |
+971
| New | +$274K | 0.07% | 118 |
|