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 |
|