Balboa Wealth Partners’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 | $861K | Sell |
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|
2025
Q2 | $834K | Buy |
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|
2025
Q1 | $812K | Buy |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $875K | Buy |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $676K | Sell |
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|
2023
Q2 | $891K | Sell |
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|
2023
Q1 | $844K | Buy |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $510K | Buy |
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