Waterfront Wealth’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 | $1.6M | Sell |
5,482
-95
| -2% | -$27.8K | 0.36% | 76 |
|
|
2025
Q1 | $1.74M | Sell |
5,577
-22
| -0.4% | -$6.87K | 0.42% | 63 |
|
|
2024
Q4 | $1.62M | Buy |
5,599
+105
| +2% | +$30.4K | 0.4% | 72 |
|
|
2024
Q3 | $1.64M | Buy |
5,494
+161
| +3% | +$48.2K | 0.4% | 74 |
|
|
2024
Q2 | $1.36M | Buy |
5,333
+3,291
| +161% | +$839K | 0.37% | 78 |
|
|
2024
Q1 | $558K | Buy |
2,042
+24
| +1% | +$6.56K | 0.16% | 169 |
|
|
2023
Q4 | $598K | Hold |
2,018
| – | – | 0.18% | 156 |
|
|
2023
Q3 | $515K | Hold |
2,018
| – | – | 0.17% | 157 |
|
|
2023
Q2 | $591K | Hold |
2,018
| – | – | 0.18% | 157 |
|
|
2023
Q1 | $564K | Sell |
2,018
-23
| -1% | -$6.43K | 0.18% | 152 |
|
|
2022
Q4 | $556K | Sell |
2,041
-177
| -8% | -$48.2K | 0.19% | 154 |
|
|
2022
Q3 | $591K | Buy |
2,218
+25
| +1% | +$6.66K | 0.22% | 134 |
|
|
2022
Q2 | $541K | Sell |
2,193
-1
| -0% | -$247 | 0.22% | 131 |
|
|
2022
Q1 | $556K | Sell |
2,194
-4
| -0.2% | -$1.01K | 0.2% | 118 |
|
|
2021
Q4 | $589K | Sell |
2,198
-25
| -1% | -$6.7K | 0.23% | 106 |
|
|
2021
Q3 | $536K | Buy |
2,223
+19
| +0.9% | +$4.58K | 0.26% | 94 |
|
|
2021
Q2 | $509K | Buy |
2,204
+65
| +3% | +$15K | 0.24% | 98 |
|
|
2021
Q1 | $482K | Hold |
2,139
| – | – | 0.24% | 98 |
|
|
2020
Q4 | $459K | Buy |
+2,139
| New | +$459K | 0.33% | 73 |
|