Wealth Advisory Solutions’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 | $423K | Buy |
1,447
+375
| +35% | +$110K | 0.11% | 96 |
|
|
2025
Q1 | $335K | Sell |
1,072
-26
| -2% | -$8.12K | 0.09% | 110 |
|
|
2024
Q4 | $318K | Buy |
1,098
+239
| +28% | +$69.3K | 0.09% | 100 |
|
|
2024
Q3 | $262K | Buy |
+859
| New | +$262K | 0.07% | 109 |
|
|
2024
Q2 | – | Sell |
-1,042
| Closed | -$294K | – | 130 |
|
|
2024
Q1 | $294K | Buy |
+1,042
| New | +$294K | 0.08% | 107 |
|
|
2022
Q4 | – | Sell |
-1,110
| Closed | -$256K | – | 135 |
|
|
2022
Q3 | $256K | Sell |
1,110
-158
| -12% | -$36.4K | 0.07% | 119 |
|
|
2022
Q2 | $313K | Buy |
1,268
+202
| +19% | +$49.9K | 0.08% | 114 |
|
|
2022
Q1 | $264K | Buy |
+1,066
| New | +$264K | 0.05% | 133 |
|
|
2021
Q3 | $245K | Buy |
1,017
+25
| +3% | +$6.02K | 0.05% | 152 |
|
|
2021
Q2 | $229K | Sell |
992
-14,924
| -94% | -$3.45M | 0.05% | 154 |
|
|
2021
Q1 | $3.57M | Buy |
+15,916
| New | +$3.57M | 2.66% | 10 |
|