Wagner 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 | $239K | Buy |
817
+3
| +0.4% | +$876 | 0.05% | 113 |
|
|
2025
Q1 | $254K | Buy |
814
+3
| +0.4% | +$937 | 0.06% | 97 |
|
|
2024
Q4 | $235K | Buy |
811
+2
| +0.2% | +$580 | 0.06% | 98 |
|
|
2024
Q3 | $246K | Sell |
809
-104
| -11% | -$31.7K | 0.07% | 96 |
|
|
2024
Q2 | $233K | Buy |
913
+2
| +0.2% | +$509 | 0.07% | 118 |
|
|
2024
Q1 | $257K | Buy |
911
+5
| +0.6% | +$1.41K | 0.08% | 108 |
|
|
2023
Q4 | $269K | Buy |
906
+38
| +4% | +$11.3K | 0.09% | 102 |
|
|
2023
Q3 | $229K | Buy |
868
+2
| +0.2% | +$527 | 0.08% | 102 |
|
|
2023
Q2 | $259K | Buy |
866
+1
| +0.1% | +$299 | 0.1% | 96 |
|
|
2023
Q1 | $242K | Buy |
+865
| New | +$242K | 0.11% | 102 |
|
|
2022
Q4 | – | Sell |
-561
| Closed | -$129K | – | 534 |
|
|
2022
Q3 | $129K | Sell |
561
-6
| -1% | -$1.38K | 0.1% | 130 |
|
|
2022
Q2 | $140K | Buy |
+567
| New | +$140K | 0.11% | 124 |
|
|
2022
Q1 | – | Sell |
-408
| Closed | -$109K | – | 469 |
|
|
2021
Q4 | $109K | Buy |
408
+41
| +11% | +$11K | 0.08% | 175 |
|
|
2021
Q3 | $90K | Hold |
367
| – | – | 0.07% | 177 |
|
|
2021
Q2 | $85K | Hold |
367
| – | – | 0.06% | 204 |
|
|
2021
Q1 | $82K | Buy |
+367
| New | +$82K | 0.06% | 187 |
|
|
2018
Q3 | $109K | Buy |
649
+218
| +51% | +$36.6K | 0.07% | 186 |
|
|
2018
Q2 | $68K | Buy |
431
+50
| +13% | +$7.89K | 0.05% | 209 |
|
|
2018
Q1 | $60K | Sell |
381
-40
| -10% | -$6.3K | 0.05% | 206 |
|
|
2017
Q4 | $73K | Buy |
+421
| New | +$73K | 0.05% | 191 |
|