Bernard Wealth Management’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.84K Sell
20
-25
-56% -$7.31K ﹤0.01% 230
2025
Q1
$14.1K Buy
45
+25
+125% +$7.81K 0.01% 205
2024
Q4
$5.8K Buy
+20
New +$5.8K ﹤0.01% 231