ViaWealth’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 | $646K | Sell |
2,210
-89
| -4% | -$26K | 0.38% | 84 |
|
2025
Q1 | $718K | Sell |
2,299
-258
| -10% | -$80.6K | 0.44% | 70 |
|
2024
Q4 | $741K | Sell |
2,557
-298
| -10% | -$86.4K | 0.45% | 69 |
|
2024
Q3 | $869K | Buy |
2,855
+24
| +0.8% | +$7.31K | 0.51% | 62 |
|
2024
Q2 | $721K | Buy |
2,831
+159
| +6% | +$40.5K | 0.45% | 70 |
|
2024
Q1 | $753K | Buy |
2,672
+4
| +0.1% | +$1.13K | 0.47% | 71 |
|
2023
Q4 | $791K | Hold |
2,668
| – | – | 0.54% | 64 |
|
2023
Q3 | $703K | Sell |
2,668
-15
| -0.6% | -$3.95K | 0.52% | 61 |
|
2023
Q2 | $801K | Hold |
2,683
| – | – | 0.6% | 51 |
|
2023
Q1 | $750K | Hold |
2,683
| – | – | 0.59% | 56 |
|
2022
Q4 | $717K | Buy |
+2,683
| New | +$717K | 0.59% | 55 |
|