WR Wealth Planners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $723K | Sell |
2,493
-35
| -1% | -$10.1K | 0.23% | 66 |
|
|
2024
Q3 | $770K | Buy |
2,528
+12
| +0.5% | +$3.65K | 0.21% | 75 |
|
|
2024
Q2 | $641K | Sell |
2,516
-136
| -5% | -$34.7K | 0.2% | 84 |
|
|
2024
Q1 | $748K | Sell |
2,652
-198
| -7% | -$55.8K | 0.23% | 63 |
|
|
2023
Q4 | $845K | Buy |
2,850
+18
| +0.6% | +$5.34K | 0.31% | 56 |
|
|
2023
Q3 | $746K | Sell |
2,832
-22
| -0.8% | -$5.8K | 0.28% | 58 |
|
|
2023
Q2 | $852K | Buy |
2,854
+49
| +2% | +$14.6K | 0.33% | 53 |
|
|
2023
Q1 | $784K | Buy |
2,805
+2,516
| +871% | +$704K | 0.34% | 51 |
|
|
2022
Q4 | $76.1K | Buy |
289
+1
| +0.3% | +$263 | 0.05% | 149 |
|
|
2022
Q3 | $66.4K | Sell |
288
-276
| -49% | -$63.7K | 0.05% | 146 |
|
|
2022
Q2 | $139K | Buy |
564
+278
| +97% | +$68.6K | 0.09% | 111 |
|
|
2022
Q1 | $70.8K | Buy |
+286
| New | +$70.8K | 0.04% | 151 |
|