Venturi Wealth Management’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 | $1.73M | Buy |
5,905
+41
| +0.7% | +$12K | 0.09% | 137 |
|
|
2025
Q1 | $1.83M | Sell |
5,864
-4
| -0.1% | -$1.25K | 0.1% | 129 |
|
|
2024
Q4 | $1.7M | Buy |
5,868
+385
| +7% | +$112K | 0.08% | 140 |
|
|
2024
Q3 | $1.67M | Buy |
5,483
+855
| +18% | +$260K | 0.09% | 130 |
|
|
2024
Q2 | $1.18M | Sell |
4,628
-427
| -8% | -$109K | 0.07% | 160 |
|
|
2024
Q1 | $1.43M | Buy |
5,055
+138
| +3% | +$38.9K | 0.09% | 135 |
|
|
2023
Q4 | $1.46M | Sell |
4,917
-78
| -2% | -$23.1K | 0.1% | 113 |
|
|
2023
Q3 | $1.32M | Sell |
4,995
-88
| -2% | -$23.2K | 0.1% | 119 |
|
|
2023
Q2 | $1.52M | Buy |
5,083
+115
| +2% | +$34.3K | 0.12% | 93 |
|
|
2023
Q1 | $1.39M | Sell |
4,968
-535
| -10% | -$150K | 0.11% | 109 |
|
|
2022
Q4 | $1.45M | Buy |
5,503
+17
| +0.3% | +$4.48K | 0.13% | 108 |
|
|
2022
Q3 | $1.27M | Sell |
5,486
-472
| -8% | -$109K | 0.12% | 105 |
|
|
2022
Q2 | $1.47M | Buy |
5,958
+682
| +13% | +$168K | 0.13% | 97 |
|
|
2022
Q1 | $1.31M | Sell |
5,276
-8
| -0.2% | -$1.98K | 0.1% | 113 |
|
|
2021
Q4 | $1.42M | Buy |
5,284
+137
| +3% | +$36.7K | 0.11% | 115 |
|
|
2021
Q3 | $1.24M | Sell |
5,147
-724
| -12% | -$175K | 0.1% | 125 |
|
|
2021
Q2 | $1.36M | Sell |
5,871
-181
| -3% | -$41.8K | 0.12% | 115 |
|
|
2021
Q1 | $1.36M | Sell |
6,052
-770
| -11% | -$173K | 0.13% | 112 |
|
|
2020
Q4 | $1.46M | Buy |
6,822
+376
| +6% | +$80.7K | 0.15% | 96 |
|
|
2020
Q3 | $1.42M | Buy |
6,446
+1,516
| +31% | +$333K | 0.16% | 93 |
|
|
2020
Q2 | $909K | Buy |
4,930
+1,333
| +37% | +$246K | 0.12% | 109 |
|
|
2020
Q1 | $595K | Buy |
3,597
+498
| +16% | +$82.4K | 0.1% | 115 |
|
|
2019
Q4 | $612K | Buy |
3,099
+44
| +1% | +$8.69K | 0.07% | 145 |
|
|
2019
Q3 | $656K | Sell |
3,055
-33
| -1% | -$7.09K | 0.08% | 129 |
|
|
2019
Q2 | $641K | Sell |
3,088
-84
| -3% | -$17.4K | 0.09% | 129 |
|
|
2019
Q1 | $598K | Sell |
3,172
-300
| -9% | -$56.6K | 0.08% | 132 |
|
|
2018
Q4 | $607K | Buy |
+3,472
| New | +$607K | 0.1% | 127 |
|