Wells Trecaso Financial 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 | – | Sell |
-642
| Closed | -$201K | – | 93 |
|
|
2025
Q1 | $201K | Buy |
+642
| New | +$201K | 0.07% | 92 |
|
|
2023
Q2 | – | Sell |
-773
| Closed | -$216K | – | 92 |
|
|
2023
Q1 | $216K | Buy |
773
+1
| +0.1% | +$280 | 0.1% | 81 |
|
|
2022
Q4 | $203K | Buy |
+772
| New | +$203K | 0.1% | 81 |
|
|
2022
Q2 | – | Sell |
-830
| Closed | -$205K | – | 84 |
|
|
2022
Q1 | $205K | Sell |
830
-10
| -1% | -$2.47K | 0.09% | 84 |
|
|
2021
Q4 | $225K | Hold |
840
| – | – | 0.1% | 84 |
|
|
2021
Q3 | $203K | Sell |
840
-50
| -6% | -$12.1K | 0.1% | 84 |
|
|
2021
Q2 | $206K | Sell |
890
-111
| -11% | -$25.7K | 0.1% | 82 |
|
|
2021
Q1 | $224K | Hold |
1,001
| – | – | 0.12% | 75 |
|
|
2020
Q4 | $215K | Hold |
1,001
| – | – | 0.12% | 69 |
|
|
2020
Q3 | $220K | Buy |
+1,001
| New | +$220K | 0.14% | 63 |
|
|
2018
Q2 | – | Sell |
-1,295
| Closed | -$203K | – | 70 |
|
|
2018
Q1 | $203K | Sell |
1,295
-629
| -33% | -$98.6K | 0.19% | 64 |
|
|
2017
Q4 | $331K | Buy |
+1,924
| New | +$331K | 0.32% | 47 |
|