AssuredPartners Investment 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	3,208 -2,221	-41%	-$649K	0.23%	80
2025 Q1	$1.7M	Sell	5,429 -309	-5%	-$96.5K	0.33%	86
2024 Q4	$1.66M	Buy	+5,738	New	+$1.66M	0.32%	85