Western Pacific Wealth Management’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 | $146K | Sell |
500
-41
| -8% | -$12K | 0.14% | 86 |
|
|
2025
Q1 | $169K | Buy |
541
+2
| +0.4% | +$625 | 0.15% | 73 |
|
|
2024
Q4 | $156K | Sell |
539
-87
| -14% | -$25.2K | 0.13% | 78 |
|
|
2024
Q3 | $191K | Buy |
626
+151
| +32% | +$46K | 0.13% | 62 |
|
|
2024
Q2 | $121K | Buy |
475
+146
| +44% | +$37.2K | 0.09% | 77 |
|
|
2024
Q1 | $92.6K | Sell |
329
-98
| -23% | -$27.6K | 0.07% | 105 |
|
|
2023
Q4 | $127K | Sell |
427
-209
| -33% | -$61.9K | 0.09% | 70 |
|
|
2023
Q3 | $168K | Buy |
636
+31
| +5% | +$8.17K | 0.14% | 48 |
|
|
2023
Q2 | $181K | Hold |
605
| – | – | 0.14% | 43 |
|
|
2023
Q1 | $169K | Buy |
605
+160
| +36% | +$44.7K | 0.13% | 47 |
|
|
2022
Q4 | $117K | Buy |
445
+220
| +98% | +$58K | 0.1% | 67 |
|
|
2022
Q3 | $51K | Buy |
225
+100
| +80% | +$22.7K | 0.05% | 98 |
|
|
2022
Q2 | $30K | Hold |
125
| – | – | 0.03% | 105 |
|
|
2022
Q1 | $30K | Sell |
125
-125
| -50% | -$30K | 0.02% | 124 |
|
|
2021
Q4 | $67K | Buy |
+250
| New | +$67K | 0.04% | 90 |
|