Wealth Management Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-698
| Closed | -$213K | – | 119 |
|
|
2024
Q3 | $213K | Buy |
+698
| New | +$213K | 0.1% | 106 |
|
|
2024
Q2 | – | Sell |
-780
| Closed | -$220K | – | 117 |
|
|
2024
Q1 | $220K | Sell |
780
-77
| -9% | -$21.7K | 0.11% | 109 |
|
|
2023
Q4 | $254K | Hold |
857
| – | – | 0.14% | 103 |
|
|
2023
Q3 | $226K | Hold |
857
| – | – | 0.14% | 105 |
|
|
2023
Q2 | $256K | Sell |
857
-21
| -2% | -$6.27K | 0.16% | 99 |
|
|
2023
Q1 | $245K | Sell |
878
-122
| -12% | -$34.1K | 0.17% | 100 |
|
|
2022
Q4 | $231K | Hold |
1,000
| – | – | 0.19% | 87 |
|
|
2022
Q3 | $200K | Hold |
1,000
| – | – | 0.18% | 91 |
|
|
2022
Q2 | $218K | Buy |
+1,000
| New | +$218K | 0.19% | 90 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$206K | – | 120 |
|
|
2021
Q4 | $206K | Buy |
+1,000
| New | +$206K | 0.14% | 105 |
|