West Wealth 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 | $718K | Buy |
2,334
+8
| +0.3% | +$2.46K | 0.18% | 43 |
|
|
2025
Q1 | $730K | Buy |
2,326
+42
| +2% | +$13.2K | 0.22% | 37 |
|
|
2024
Q4 | $662K | Buy |
2,284
+52
| +2% | +$15.1K | 0.2% | 37 |
|
|
2024
Q3 | $680K | Buy |
2,232
+19
| +0.9% | +$5.79K | 0.22% | 37 |
|
|
2024
Q2 | $564K | Buy |
2,213
+18
| +0.8% | +$4.59K | 0.2% | 40 |
|
|
2024
Q1 | $619K | Buy |
2,195
+6
| +0.3% | +$1.69K | 0.23% | 41 |
|
|
2023
Q4 | $649K | Sell |
2,189
-314
| -13% | -$93.1K | 0.26% | 35 |
|
|
2023
Q3 | $659K | Sell |
2,503
-60
| -2% | -$15.8K | 0.29% | 35 |
|
|
2023
Q2 | $765K | Buy |
2,563
+5
| +0.2% | +$1.49K | 0.32% | 29 |
|
|
2023
Q1 | $715K | Buy |
2,558
+5
| +0.2% | +$1.4K | 0.33% | 23 |
|
|
2022
Q4 | $673K | Buy |
2,553
+4
| +0.2% | +$1.05K | 0.33% | 28 |
|
|
2022
Q3 | $588K | Buy |
2,549
+5
| +0.2% | +$1.15K | 0.3% | 30 |
|
|
2022
Q2 | $628K | Buy |
2,544
+337
| +15% | +$83.2K | 0.29% | 33 |
|
|
2022
Q1 | $545K | Buy |
2,207
+74
| +3% | +$18.3K | 0.22% | 29 |
|
|
2021
Q4 | $571K | Buy |
+2,133
| New | +$571K | 0.21% | 30 |
|