West Financial Advisors’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 | $36.5K | Hold |
125
| – | – | 0.01% | 117 |
|
|
2025
Q1 | $39K | Sell |
125
-20
| -14% | -$6.25K | 0.01% | 107 |
|
|
2024
Q4 | $42K | Hold |
145
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $44.2K | Hold |
145
| – | – | 0.01% | 91 |
|
|
2024
Q2 | $37K | Hold |
145
| – | – | 0.01% | 88 |
|
|
2024
Q1 | $40.9K | Hold |
145
| – | – | 0.01% | 87 |
|
|
2023
Q4 | $43K | Sell |
145
-17
| -10% | -$5.04K | 0.01% | 86 |
|
|
2023
Q3 | $42.7K | Buy |
162
+17
| +12% | +$4.48K | 0.01% | 84 |
|
|
2023
Q2 | $43.3K | Buy |
145
+21
| +17% | +$6.27K | 0.01% | 83 |
|
|
2023
Q1 | $34.7K | Hold |
124
| – | – | 0.01% | 87 |
|
|
2022
Q4 | $32.7K | Hold |
124
| – | – | 0.01% | 87 |
|
|
2022
Q3 | $29K | Buy |
124
+104
| +520% | +$24.3K | 0.01% | 113 |
|
|
2022
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 138 |
|
|
2022
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 167 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 157 |
|
|
2021
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 132 |
|
|
2021
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 128 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 133 |
|
|
2020
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 133 |
|