Wealthspan 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 | $2.06M | Sell |
7,065
-20
| -0.3% | -$5.84K | 0.85% | 28 |
|
|
2025
Q1 | $2.21M | Sell |
7,085
-5
| -0.1% | -$1.56K | 1.02% | 26 |
|
|
2024
Q4 | $2.06M | Sell |
7,090
-724
| -9% | -$210K | 0.98% | 25 |
|
|
2024
Q3 | $2.38M | Sell |
7,814
-26
| -0.3% | -$7.92K | 1.17% | 21 |
|
|
2024
Q2 | $2M | Sell |
7,840
-43
| -0.5% | -$11K | 1.1% | 21 |
|
|
2024
Q1 | $2.22M | Buy |
7,883
+73
| +0.9% | +$20.6K | 1.31% | 17 |
|
|
2023
Q4 | $2.32M | Buy |
7,810
+89
| +1% | +$26.4K | 1.62% | 16 |
|
|
2023
Q3 | $2.03M | Buy |
7,721
+12
| +0.2% | +$3.16K | 1.61% | 16 |
|
|
2023
Q2 | $2.3M | Sell |
7,709
-34
| -0.4% | -$10.1K | 1.82% | 15 |
|
|
2023
Q1 | $2.17M | Buy |
7,743
+10
| +0.1% | +$2.8K | 1.85% | 14 |
|
|
2022
Q4 | $2.04M | Sell |
7,733
-22
| -0.3% | -$5.8K | 1.85% | 14 |
|
|
2022
Q3 | $1.79M | Buy |
7,755
+1,186
| +18% | +$274K | 1.85% | 14 |
|
|
2022
Q2 | $1.62M | Hold |
6,569
| – | – | 1.68% | 13 |
|
|
2022
Q1 | $1.62M | Sell |
6,569
-93
| -1% | -$23K | 1.47% | 14 |
|
|
2021
Q4 | $1.79M | Buy |
+6,662
| New | +$1.79M | 1.58% | 15 |
|