Apexium Financial’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
Q3 | $895K | Buy |
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|
2025
Q2 | $857K | Sell |
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|
2025
Q1 | $929K | Buy |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $579K | Buy |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $461K | Buy |
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