4Wealth Advisors’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
$937K Sell
3,206
-16
-0.5% -$4.68K 0.95% 27
2025
Q1
$1.01M Buy
3,222
+164
+5% +$51.2K 1.1% 23
2024
Q4
$886K Buy
+3,058
New +$886K 0.89% 26