Berger Financial Group’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 | $944K | Buy |
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|
2025
Q2 | $765K | Buy |
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|
2025
Q1 | $762K | Buy |
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|
2024
Q4 | $682K | Buy |
|
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|
2024
Q3 | $671K | Sell |
|
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|
2024
Q2 | $596K | Sell |
|
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|
2024
Q1 | $688K | Buy |
|
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $632K | Buy |
|
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|
2023
Q1 | $565K | Sell |
|
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $540K | Buy |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | $213K | Buy |
|