Walkner Condon Financial Advisors’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 | $528K | Buy |
1,808
+93
| +5% | +$27.2K | 0.1% | 152 |
|
|
2025
Q1 | $536K | Sell |
1,715
-111
| -6% | -$34.7K | 0.11% | 147 |
|
|
2024
Q4 | $529K | Sell |
1,826
-102
| -5% | -$29.6K | 0.11% | 157 |
|
|
2024
Q3 | $587K | Buy |
1,928
+618
| +47% | +$188K | 0.12% | 134 |
|
|
2024
Q2 | $334K | Sell |
1,310
-31
| -2% | -$7.9K | 0.07% | 185 |
|
|
2024
Q1 | $378K | Buy |
1,341
+46
| +4% | +$13K | 0.08% | 185 |
|
|
2023
Q4 | $384K | Buy |
1,295
+256
| +25% | +$75.9K | 0.09% | 181 |
|
|
2023
Q3 | $274K | Buy |
1,039
+12
| +1% | +$3.16K | 0.07% | 208 |
|
|
2023
Q2 | $320K | Buy |
1,027
+292
| +40% | +$90.8K | 0.08% | 179 |
|
|
2023
Q1 | $205K | Buy |
+735
| New | +$205K | 0.06% | 225 |
|