Baron Silver Stevens Financial Advisors’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 | $706K | Sell |
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|
2025
Q2 | $694K | Buy |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $421K | Buy |
|