Baker Tilly Wealth Management’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 | $401K | Buy |
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|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $416K | Sell |
|
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.95M | Sell |
|
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|
2023
Q1 | $1.92M | Buy |
|
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $968K | Buy |
|