Winthrop Advisory Group’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 | $705K | Sell |
2,412
-199
| -8% | -$58.1K | 0.07% | 81 |
|
|
2025
Q1 | $816K | Buy |
2,611
+46
| +2% | +$14.4K | 0.1% | 66 |
|
|
2024
Q4 | $744K | Sell |
2,565
-11
| -0.4% | -$3.19K | 0.09% | 74 |
|
|
2024
Q3 | $784K | Sell |
2,576
-167
| -6% | -$50.9K | 0.1% | 69 |
|
|
2024
Q2 | $699K | Sell |
2,743
-212
| -7% | -$54K | 0.1% | 65 |
|
|
2024
Q1 | $833K | Buy |
2,955
+15
| +0.5% | +$4.23K | 0.12% | 61 |
|
|
2023
Q4 | $872K | Buy |
2,940
+110
| +4% | +$32.6K | 0.14% | 59 |
|
|
2023
Q3 | $745K | Buy |
2,830
+14
| +0.5% | +$3.69K | 0.12% | 56 |
|
|
2023
Q2 | $840K | Buy |
2,816
+151
| +6% | +$45.1K | 0.13% | 58 |
|
|
2023
Q1 | $745K | Sell |
2,665
-3
| -0.1% | -$839 | 0.13% | 57 |
|
|
2022
Q4 | $703K | Sell |
2,668
-17
| -0.6% | -$4.48K | 0.13% | 58 |
|
|
2022
Q3 | $620K | Sell |
2,685
-37
| -1% | -$8.54K | 0.13% | 54 |
|
|
2022
Q2 | $672K | Sell |
2,722
-12
| -0.4% | -$2.96K | 0.16% | 52 |
|
|
2022
Q1 | $676K | Buy |
2,734
+16
| +0.6% | +$3.96K | 0.14% | 55 |
|
|
2021
Q4 | $729K | Sell |
2,718
-18
| -0.7% | -$4.83K | 0.15% | 53 |
|
|
2021
Q3 | $660K | Sell |
2,736
-187
| -6% | -$45.1K | 0.15% | 50 |
|
|
2021
Q2 | $675K | Sell |
2,923
-225
| -7% | -$52K | 0.15% | 51 |
|
|
2021
Q1 | $706K | Buy |
3,148
+126
| +4% | +$28.3K | 0.17% | 47 |
|
|
2020
Q4 | $648K | Buy |
3,022
+311
| +11% | +$66.7K | 0.17% | 49 |
|
|
2020
Q3 | $601K | Sell |
2,711
-318
| -10% | -$70.5K | 0.18% | 47 |
|
|
2020
Q2 | $559K | Buy |
3,029
+302
| +11% | +$55.7K | 0.2% | 43 |
|
|
2020
Q1 | $451K | Sell |
2,727
-298
| -10% | -$49.3K | 0.18% | 43 |
|
|
2019
Q4 | $598K | Buy |
3,025
+1,183
| +64% | +$234K | 0.22% | 49 |
|
|
2019
Q3 | $395K | Buy |
1,842
+2
| +0.1% | +$429 | 0.16% | 56 |
|
|
2019
Q2 | $382K | Buy |
1,840
+2
| +0.1% | +$415 | 0.16% | 55 |
|
|
2019
Q1 | $349K | Buy |
1,838
+299
| +19% | +$56.8K | 0.15% | 59 |
|
|
2018
Q4 | $273K | Sell |
1,539
-48
| -3% | -$8.52K | 0.14% | 61 |
|
|
2018
Q3 | $265K | Buy |
1,587
+3
| +0.2% | +$501 | 0.15% | 67 |
|
|
2018
Q2 | $248K | Sell |
1,584
-58
| -4% | -$9.08K | 0.16% | 68 |
|
|
2018
Q1 | $258K | Buy |
1,642
+320
| +24% | +$50.3K | 0.18% | 66 |
|
|
2017
Q4 | $229K | Buy |
+1,322
| New | +$229K | 0.16% | 72 |
|