BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $857K | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $411K | Sell |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $437K | Hold |
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|
2019
Q2 | $423K | Hold |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $361K | Hold |
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|
2018
Q3 | $340K | Sell |
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|
2018
Q2 | $320K | Buy |
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|
2018
Q1 | $290K | Sell |
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|
2017
Q4 | $358K | Sell |
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|
2017
Q3 | $343K | Buy |
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|
2017
Q2 | $333K | Sell |
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|
2017
Q1 | $289K | Buy |
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