BMS Financial 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
2023
Q2
$302K Hold
2023
Q1
$283K Buy
2022
Q4
$264K Buy
2022
Q3
$228K Hold
2022
Q2
$244K Hold
2022
Q1
$244K Hold
2021
Q4
$265K Buy