Wealthquest’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 | $710K | Sell |
2,429
-86
| -3% | -$25.1K | 0.06% | 63 |
|
|
2025
Q1 | $785K | Sell |
2,515
-82
| -3% | -$25.6K | 0.07% | 57 |
|
|
2024
Q4 | $753K | Buy |
2,597
+29
| +1% | +$8.41K | 0.06% | 60 |
|
|
2024
Q3 | $778K | Buy |
2,568
+4
| +0.2% | +$1.21K | 0.07% | 63 |
|
|
2024
Q2 | $653K | Buy |
2,564
+1
| +0% | +$255 | 0.07% | 65 |
|
|
2024
Q1 | $723K | Sell |
2,563
-69
| -3% | -$19.5K | 0.08% | 61 |
|
|
2023
Q4 | $780K | Sell |
2,632
-51
| -2% | -$15.1K | 0.09% | 64 |
|
|
2023
Q3 | $707K | Buy |
2,683
+213
| +9% | +$56.1K | 0.09% | 65 |
|
|
2023
Q2 | $737K | Sell |
2,470
-96
| -4% | -$28.7K | 0.09% | 60 |
|
|
2023
Q1 | $718K | Sell |
2,566
-65
| -2% | -$18.2K | 0.09% | 63 |
|
|
2022
Q4 | $694K | Hold |
2,631
| – | – | 0.09% | 64 |
|
|
2022
Q3 | $607K | Sell |
2,631
-11
| -0.4% | -$2.54K | 0.08% | 66 |
|
|
2022
Q2 | $652K | Sell |
2,642
-414
| -14% | -$102K | 0.1% | 63 |
|
|
2022
Q1 | $819K | Hold |
3,056
| – | – | 0.13% | 61 |
|
|
2021
Q4 | $819K | Buy |
3,056
+300
| +11% | +$80.4K | 0.13% | 61 |
|
|
2021
Q3 | $664K | Sell |
2,756
-12
| -0.4% | -$2.89K | 0.11% | 63 |
|
|
2021
Q2 | $639K | Buy |
2,768
+112
| +4% | +$25.9K | 0.11% | 66 |
|
|
2021
Q1 | $595K | Buy |
2,656
+132
| +5% | +$29.6K | 0.11% | 69 |
|
|
2020
Q4 | $541K | Buy |
2,524
+23
| +0.9% | +$4.93K | 0.12% | 70 |
|
|
2020
Q3 | $549K | Sell |
2,501
-200
| -7% | -$43.9K | 0.14% | 62 |
|
|
2020
Q2 | $498K | Buy |
+2,701
| New | +$498K | 0.13% | 65 |
|
|
2019
Q4 | $343K | Sell |
1,736
-297
| -15% | -$58.7K | 0.1% | 93 |
|
|
2019
Q3 | $436K | Sell |
2,033
-78
| -4% | -$16.7K | 0.15% | 85 |
|
|
2019
Q2 | $438K | Buy |
2,111
+301
| +17% | +$62.5K | 0.17% | 84 |
|
|
2019
Q1 | $343K | Buy |
1,810
+202
| +13% | +$38.3K | 0.13% | 88 |
|
|
2018
Q4 | $285K | Buy |
+1,608
| New | +$285K | 0.12% | 99 |
|