West Michigan 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 | $994K | Sell |
3,404
-323
| -9% | -$94.4K | 0.28% | 67 |
|
|
2025
Q1 | $1.16M | Buy |
3,727
+395
| +12% | +$123K | 0.39% | 53 |
|
|
2024
Q4 | $966K | Buy |
3,332
+128
| +4% | +$37.1K | 0.29% | 66 |
|
|
2024
Q3 | $976K | Sell |
3,204
-325
| -9% | -$99K | 0.29% | 66 |
|
|
2024
Q2 | $899K | Sell |
3,529
-202
| -5% | -$51.5K | 0.29% | 61 |
|
|
2024
Q1 | $1.05M | Sell |
3,731
-509
| -12% | -$144K | 0.34% | 53 |
|
|
2023
Q4 | $1.26M | Sell |
4,240
-127
| -3% | -$37.7K | 0.48% | 47 |
|
|
2023
Q3 | $1.15M | Sell |
4,367
-44
| -1% | -$11.6K | 0.62% | 44 |
|
|
2023
Q2 | $1.32M | Sell |
4,411
-202
| -4% | -$60.3K | 0.53% | 55 |
|
|
2023
Q1 | $1.29M | Buy |
4,613
+2,247
| +95% | +$628K | 0.73% | 36 |
|
|
2022
Q4 | $624K | Sell |
2,366
-175
| -7% | -$46.1K | 0.45% | 50 |
|
|
2022
Q3 | $587K | Sell |
2,541
-51
| -2% | -$11.8K | 0.51% | 49 |
|
|
2022
Q2 | $640K | Buy |
2,592
+148
| +6% | +$36.5K | 0.55% | 47 |
|
|
2022
Q1 | $604K | Buy |
2,444
+347
| +17% | +$85.8K | 0.41% | 55 |
|
|
2021
Q4 | $562K | Buy |
+2,097
| New | +$562K | 0.42% | 54 |
|