Watershed Private 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 | $239K | Hold |
817
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $255K | Hold |
817
| – | – | 0.1% | 99 |
|
|
2024
Q4 | $237K | Hold |
817
| – | – | 0.09% | 104 |
|
|
2024
Q3 | $249K | Sell |
817
-4
| -0.5% | -$1.22K | 0.1% | 96 |
|
|
2024
Q2 | $209K | Hold |
821
| – | – | 0.09% | 112 |
|
|
2024
Q1 | $231K | Sell |
821
-117
| -12% | -$33K | 0.1% | 109 |
|
|
2023
Q4 | $278K | Sell |
938
-63
| -6% | -$18.7K | 0.15% | 85 |
|
|
2023
Q3 | $264K | Hold |
1,001
| – | – | 0.16% | 84 |
|
|
2023
Q2 | $299K | Hold |
1,001
| – | – | 0.18% | 73 |
|
|
2023
Q1 | $280K | Hold |
1,001
| – | – | 0.19% | 70 |
|
|
2022
Q4 | $264K | Buy |
+1,001
| New | +$264K | 0.2% | 70 |
|