Alera Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $658K | Buy |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $815K | Sell |
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|
2022
Q2 | $935K | Sell |
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|
2022
Q1 | $964K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $228K | Sell |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $434K | Buy |
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