Wealth Effects’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 | $238K | Sell |
815
-70
| -8% | -$20.5K | 0.09% | 180 |
|
|
2025
Q1 | $276K | Hold |
885
| – | – | 0.12% | 148 |
|
|
2024
Q4 | $257K | Sell |
885
-443
| -33% | -$128K | 0.09% | 178 |
|
|
2024
Q3 | $404K | Hold |
1,328
| – | – | 0.14% | 129 |
|
|
2024
Q2 | $338K | Sell |
1,328
-15
| -1% | -$3.82K | 0.12% | 136 |
|
|
2024
Q1 | $379K | Sell |
1,343
-25
| -2% | -$7.05K | 0.14% | 130 |
|
|
2023
Q4 | $406K | Buy |
1,368
+22
| +2% | +$6.52K | 0.15% | 128 |
|
|
2023
Q3 | $355K | Buy |
1,346
+13
| +1% | +$3.43K | 0.18% | 117 |
|
|
2023
Q2 | $398K | Hold |
1,333
| – | – | 0.18% | 118 |
|
|
2023
Q1 | $373K | Hold |
1,333
| – | – | 0.19% | 120 |
|
|
2022
Q4 | $351K | Buy |
+1,333
| New | +$351K | 0.2% | 118 |
|