Windle 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 | $7.53M | Buy |
25,775
+238
| +0.9% | +$69.5K | 3.68% | 16 |
|
|
2025
Q1 | $7.98M | Buy |
25,537
+669
| +3% | +$209K | 4.11% | 15 |
|
|
2024
Q4 | $7.21M | Buy |
24,868
+484
| +2% | +$140K | 3.99% | 12 |
|
|
2024
Q3 | $7.43M | Buy |
24,384
+1,178
| +5% | +$359K | 4.04% | 12 |
|
|
2024
Q2 | $5.91M | Buy |
23,206
+1,550
| +7% | +$395K | 3.61% | 22 |
|
|
2024
Q1 | $6.11M | Buy |
21,656
+318
| +1% | +$89.7K | 3.89% | 19 |
|
|
2023
Q4 | $6.33M | Sell |
21,338
-869
| -4% | -$258K | 4.44% | 6 |
|
|
2023
Q3 | $5.85M | Sell |
22,207
-100
| -0.4% | -$26.3K | 4.36% | 10 |
|
|
2023
Q2 | $6.66M | Sell |
22,307
-63
| -0.3% | -$18.8K | 4.8% | 4 |
|
|
2023
Q1 | $6.25M | Buy |
22,370
+228
| +1% | +$63.8K | 4.64% | 6 |
|
|
2022
Q4 | $5.84M | Buy |
+22,142
| New | +$5.84M | 4.55% | 11 |
|