Bell & Brown Wealth 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 | $3.28M | Buy |
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|
2025
Q2 | $3.13M | Sell |
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|
2025
Q1 | $3.4M | Buy |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.6M | Sell |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $2.19M | Sell |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $2.51M | Buy |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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