Westshore Wealth’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 | $416K | Buy |
1,425
+1
| +0.1% | +$292 | 0.16% | 51 |
|
|
2025
Q1 | $445K | Hold |
1,424
| – | – | 0.19% | 48 |
|
|
2024
Q4 | $413K | Sell |
1,424
-100
| -7% | -$29K | 0.17% | 49 |
|
|
2024
Q3 | $464K | Hold |
1,524
| – | – | 0.19% | 43 |
|
|
2024
Q2 | $388K | Sell |
1,524
-196
| -11% | -$49.9K | 0.16% | 44 |
|
|
2024
Q1 | $485K | Buy |
1,720
+100
| +6% | +$28.2K | 0.2% | 40 |
|
|
2023
Q4 | $480K | Sell |
1,620
-37
| -2% | -$11K | 0.22% | 34 |
|
|
2023
Q3 | $437K | Sell |
1,657
-588
| -26% | -$155K | 0.24% | 33 |
|
|
2023
Q2 | $670K | Sell |
2,245
-306
| -12% | -$91.3K | 0.34% | 27 |
|
|
2023
Q1 | $713K | Buy |
2,551
+507
| +25% | +$142K | 0.37% | 27 |
|
|
2022
Q4 | $539K | Sell |
2,044
-100
| -5% | -$26.4K | 0.31% | 35 |
|
|
2022
Q3 | $495K | Sell |
2,144
-200
| -9% | -$46.2K | 0.34% | 27 |
|
|
2022
Q2 | $579K | Buy |
+2,344
| New | +$579K | 0.38% | 30 |
|
|
2021
Q3 | – | Sell |
-1,138
| Closed | -$263K | – | 115 |
|
|
2021
Q2 | $263K | Buy |
+1,138
| New | +$263K | 0.14% | 109 |
|