AmeriServ Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
|
|||||
|
2025
Q1 | $420K | Sell |
|
|||||
|
2024
Q4 | $394K | Buy |
|
|||||
|
2023
Q3 | $600K | Sell |
|
|||||
|
2023
Q2 | $709K | Sell |
|
|||||
|
2023
Q1 | $692K | Hold |
|
|||||
|
2022
Q4 | $653K | Sell |
|
|||||
|
2022
Q3 | $578K | Hold |
|
|||||
|
2022
Q2 | $619K | Buy |
|
|||||
|
2022
Q1 | $606K | Hold |
|
|||||
|
2021
Q4 | $657K | Sell |
|
|||||
|
2021
Q3 | $597K | Sell |
|
|||||
|
2021
Q2 | $595K | Sell |
|
|||||
|
2021
Q1 | $721K | Sell |
|
|||||
|
2020
Q4 | $725K | Buy |
|
|||||
|
2019
Q3 | $800K | Buy |
|
|||||
|
2019
Q2 | $764K | Buy |
|
|||||
|
2019
Q1 | $679K | Sell |
|
|||||
|
2018
Q4 | $656K | Buy |
|
|||||
|
2018
Q3 | $603K | Hold |
|
|||||
|
2018
Q2 | $565K | Sell |
|
|||||
|
2018
Q1 | $566K | Sell |
|
|||||
|
2017
Q4 | $626K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $427K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $392K | Sell |
|
|||||
|
2015
Q2 | $428K | Sell |
|
|||||
|
2015
Q1 | $843K | Sell |
|
|||||
|
2014
Q4 | $897K | Buy |
|
|||||
|
2014
Q3 | $794K | Sell |
|
|||||
|
2014
Q2 | $847K | Buy |
|
|||||
|
2014
Q1 | $821K | Sell |
|
|||||
|
2013
Q4 | $1.15M | Sell |
|
|||||
|
2013
Q3 | $1.14M | Buy |
|
|||||
|
2013
Q2 | $1.17M | Buy |
|