Widmann Financial Services’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 | $2.94M | Buy |
10,070
+166
| +2% | +$48.5K | 2.05% | 12 |
|
|
2025
Q1 | $3.09M | Sell |
9,904
-1
| -0% | -$312 | 2.4% | 11 |
|
|
2024
Q4 | $2.87M | Buy |
9,905
+174
| +2% | +$50.4K | 2.22% | 13 |
|
|
2024
Q3 | $2.96M | Sell |
9,731
-223
| -2% | -$67.9K | 2.24% | 12 |
|
|
2024
Q2 | $2.54M | Sell |
9,954
-79
| -0.8% | -$20.1K | 2.06% | 11 |
|
|
2024
Q1 | $2.83M | Buy |
10,033
+582
| +6% | +$164K | 2.38% | 10 |
|
|
2023
Q4 | $2.8M | Sell |
9,451
-45
| -0.5% | -$13.3K | 2.52% | 10 |
|
|
2023
Q3 | $2.5M | Sell |
9,496
-29
| -0.3% | -$7.64K | 2.49% | 10 |
|
|
2023
Q2 | $2.84M | Buy |
9,525
+35
| +0.4% | +$10.4K | 2.72% | 9 |
|
|
2023
Q1 | $2.65M | Sell |
9,490
-100
| -1% | -$28K | 2.67% | 10 |
|
|
2022
Q4 | $2.53M | Sell |
9,590
-1,950
| -17% | -$514K | 2.65% | 11 |
|
|
2022
Q3 | $2.66M | Sell |
11,540
-28
| -0.2% | -$6.46K | 2.95% | 7 |
|
|
2022
Q2 | $2.86M | Hold |
11,568
| – | – | 2.96% | 7 |
|
|
2022
Q1 | $2.86M | Buy |
11,568
+394
| +4% | +$97.4K | 2.53% | 9 |
|
|
2021
Q4 | $3M | Buy |
+11,174
| New | +$3M | 2.47% | 9 |
|