Wealth Alliance’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
$2.1M Sell
7,181
-242
-3% -$70.7K 0.23% 81
2025
Q1
$2.32M Buy
7,423
+605
+9% +$189K 0.28% 71
2024
Q4
$1.98M Buy
6,818
+116
+2% +$33.6K 0.24% 87
2024
Q3
$2.04M Buy
6,702
+1,092
+19% +$333K 0.24% 77
2024
Q2
$1.43M Buy
5,610
+95
+2% +$24.2K 0.18% 106
2024
Q1
$1.55M Buy
5,515
+510
+10% +$144K 0.2% 106
2023
Q4
$1.48M Buy
5,005
+134
+3% +$39.7K 0.21% 102
2023
Q3
$1.28M Buy
4,871
+253
+5% +$66.7K 0.2% 106
2023
Q2
$1.38M Buy
4,618
+105
+2% +$31.3K 0.21% 106
2023
Q1
$1.26M Buy
4,513
+327
+8% +$91.4K 0.2% 108
2022
Q4
$1.1M Sell
4,186
-794
-16% -$209K 0.2% 122
2022
Q3
$1.15M Sell
4,980
-185
-4% -$42.7K 0.23% 98
2022
Q2
$1.28M Buy
5,165
+760
+17% +$188K 0.24% 91
2022
Q1
$1.09M Sell
4,405
-150
-3% -$37.1K 0.22% 102
2021
Q4
$1.22M Buy
4,555
+212
+5% +$56.8K 0.25% 90
2021
Q3
$1.05M Buy
4,343
+54
+1% +$13K 0.24% 98
2021
Q2
$991K Buy
4,289
+93
+2% +$21.5K 0.23% 103
2021
Q1
$940K Buy
4,196
+138
+3% +$30.9K 0.26% 89
2020
Q4
$871K Buy
4,058
+246
+6% +$52.8K 0.26% 95
2020
Q3
$837K Buy
3,812
+26
+0.7% +$5.71K 0.3% 79
2020
Q2
$698K Buy
3,786
+1,815
+92% +$335K 0.28% 90
2020
Q1
$326K Buy
+1,971
New +$326K 0.18% 146