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Anderson Financial Strategies’s McDonald's MCD Stock Holding History

Anderson Financial Strategies’s Portfolio MCD Stock Details MCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,254
Closed -$392K – 137
2025
Q1 		$392K Buy
1,254
+125
+11% +$39K 0.24% 37
2024
Q4 		$327K Buy
+1,129
New +$327K 0.2% 36