WealthShield Partners’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 | $2.81M | Buy |
9,616
+3,614
| +60% | +$1.06M | 0.34% | 85 |
|
|
2025
Q1 | $1.87M | Buy |
6,002
+1,461
| +32% | +$456K | 0.24% | 112 |
|
|
2024
Q4 | $1.32M | Sell |
4,541
-785
| -15% | -$228K | 0.19% | 126 |
|
|
2024
Q3 | $1.62M | Buy |
5,326
+361
| +7% | +$110K | 0.22% | 114 |
|
|
2024
Q2 | $1.27M | Sell |
4,965
-1,482
| -23% | -$378K | 0.19% | 123 |
|
|
2024
Q1 | $1.82M | Sell |
6,447
-229
| -3% | -$64.6K | 0.29% | 96 |
|
|
2023
Q4 | $1.98M | Sell |
6,676
-94
| -1% | -$27.9K | 0.33% | 89 |
|
|
2023
Q3 | $1.78M | Buy |
6,770
+4,011
| +145% | +$1.06M | 0.27% | 102 |
|
|
2023
Q2 | $823K | Buy |
2,759
+90
| +3% | +$26.9K | 0.12% | 164 |
|
|
2023
Q1 | $746K | Sell |
2,669
-508
| -16% | -$142K | 0.12% | 176 |
|
|
2022
Q4 | $837K | Buy |
3,177
+33
| +1% | +$8.7K | 0.16% | 153 |
|
|
2022
Q3 | $725K | Sell |
3,144
-362
| -10% | -$83.5K | 0.14% | 165 |
|
|
2022
Q2 | $866K | Buy |
3,506
+51
| +1% | +$12.6K | 0.17% | 143 |
|
|
2022
Q1 | $854K | Sell |
3,455
-25
| -0.7% | -$6.18K | 0.14% | 167 |
|
|
2021
Q4 | $933K | Buy |
3,480
+653
| +23% | +$175K | 0.16% | 141 |
|
|
2021
Q3 | $682K | Sell |
2,827
-539
| -16% | -$130K | 0.18% | 111 |
|
|
2021
Q2 | $778K | Buy |
3,366
+332
| +11% | +$76.7K | 0.12% | 125 |
|
|
2021
Q1 | $680K | Sell |
3,034
-577
| -16% | -$129K | 0.12% | 123 |
|
|
2020
Q4 | $775K | Buy |
3,611
+277
| +8% | +$59.5K | 0.14% | 122 |
|
|
2020
Q3 | $732K | Sell |
3,334
-110
| -3% | -$24.2K | 0.26% | 87 |
|
|
2020
Q2 | $635K | Sell |
3,444
-811
| -19% | -$150K | 0.29% | 81 |
|
|
2020
Q1 | $704K | Sell |
4,255
-900
| -17% | -$149K | 0.43% | 56 |
|
|
2019
Q4 | $1.02M | Buy |
5,155
+584
| +13% | +$115K | 0.5% | 40 |
|
|
2019
Q3 | $981K | Buy |
4,571
+321
| +8% | +$68.9K | 0.52% | 41 |
|
|
2019
Q2 | $883K | Buy |
4,250
+246
| +6% | +$51.1K | 0.51% | 42 |
|
|
2019
Q1 | $760K | Buy |
4,004
+821
| +26% | +$156K | 0.42% | 51 |
|
|
2018
Q4 | $565K | Buy |
3,183
+152
| +5% | +$27K | 0.39% | 50 |
|
|
2018
Q3 | $507K | Sell |
3,031
-288
| -9% | -$48.2K | 0.29% | 64 |
|
|
2018
Q2 | $520K | Buy |
3,319
+100
| +3% | +$15.7K | 0.32% | 56 |
|
|
2018
Q1 | $503K | Buy |
3,219
+451
| +16% | +$70.5K | 0.32% | 60 |
|
|
2017
Q4 | $479K | Buy |
+2,768
| New | +$479K | 0.29% | 71 |
|