Wealth Group’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 | $2.24M | Sell |
7,655
-2,587
| -25% | -$756K | 2.22% | 13 |
|
|
2025
Q1 | $3.2M | Buy |
10,242
+108
| +1% | +$33.7K | 2.07% | 12 |
|
|
2024
Q4 | $2.94M | Buy |
10,134
+61
| +0.6% | +$17.7K | 1.9% | 10 |
|
|
2024
Q3 | $3.07M | Sell |
10,073
-61
| -0.6% | -$18.6K | 2.06% | 9 |
|
|
2024
Q2 | $2.58M | Sell |
10,134
-61
| -0.6% | -$15.5K | 1.85% | 11 |
|
|
2024
Q1 | $2.87M | Buy |
+10,195
| New | +$2.87M | 2.17% | 10 |
|