Willner & Heller’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 | $495K | Sell |
1,695
-10
| -0.6% | -$2.92K | 0.42% | 81 |
|
|
2025
Q1 | $533K | Buy |
1,705
+10
| +0.6% | +$3.12K | 0.49% | 68 |
|
|
2024
Q4 | $492K | Buy |
1,695
+3
| +0.2% | +$870 | 0.43% | 76 |
|
|
2024
Q3 | $515K | Buy |
1,692
+60
| +4% | +$18.3K | 0.46% | 72 |
|
|
2024
Q2 | $416K | Buy |
1,632
+11
| +0.7% | +$2.8K | 0.4% | 84 |
|
|
2024
Q1 | $457K | Sell |
1,621
-74
| -4% | -$20.9K | 0.46% | 80 |
|
|
2023
Q4 | $502K | Buy |
+1,695
| New | +$502K | 0.56% | 59 |
|
|
2022
Q4 | $436K | Buy |
1,655
+9
| +0.5% | +$2.37K | 0.62% | 53 |
|
|
2022
Q3 | $380K | Buy |
1,646
+9
| +0.5% | +$2.08K | 0.61% | 58 |
|
|
2022
Q2 | $404K | Buy |
1,637
+19
| +1% | +$4.69K | 0.63% | 56 |
|
|
2022
Q1 | $434K | Sell |
1,618
-28
| -2% | -$7.51K | 0.53% | 60 |
|
|
2021
Q4 | $397K | Buy |
+1,646
| New | +$397K | 0.53% | 64 |
|