Bernardo Wealth Planning’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 | $565K | Sell |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $516K | Buy |
|
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|
2024
Q3 | $568K | Buy |
|
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|
2024
Q2 | $456K | Sell |
|
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|
2024
Q1 | $571K | Buy |
|
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|
2023
Q4 | $589K | Buy |
|
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|
2023
Q3 | $494K | Buy |
|
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|
2023
Q2 | $559K | Sell |
|
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|
2023
Q1 | $531K | Buy |
|
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $461K | Buy |
|
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | $381K | Buy |
|
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $358K | Sell |
|
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|
2020
Q4 | $1.14M | Hold |
|
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|
2020
Q3 | $1.17M | Buy |
|
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|
2020
Q2 | $887K | Buy |
|
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|
2020
Q1 | $788K | Buy |
|
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|
2019
Q4 | $911K | Buy |
|
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|
2019
Q3 | $971K | Sell |
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|
2019
Q2 | $953K | Buy |
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|
2019
Q1 | $846K | Buy |
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|
2018
Q4 | $700K | Buy |
|