Baldwin 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 | $302K | Sell |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $144K | Buy |
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|
2024
Q1 | $155K | Sell |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $638K | Hold |
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|
2023
Q2 | $722K | Buy |
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|
2023
Q1 | $640K | Hold |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $372K | Hold |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $251K | Sell |
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|
2019
Q1 | $259K | Sell |
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|
2018
Q4 | $253K | Buy |
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|
2018
Q3 | $216K | Buy |
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|
2018
Q2 | $39K | Buy |
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|
2018
Q1 | $27K | Sell |
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|
2017
Q4 | $47K | Hold |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $42K | Hold |
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|
2017
Q1 | $35K | Buy |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $138K | Buy |
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|
2016
Q1 | $1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $285K | Buy |
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|
2014
Q1 | $262K | Hold |
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|
2013
Q4 | $259K | Sell |
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|
2013
Q3 | $313K | Sell |
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|
2013
Q2 | $327K | Buy |
|