Bogart Wealth LLC’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 | $492K | Buy |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $502K | Sell |
|
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|
2024
Q3 | $7.25M | Sell |
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|
2024
Q2 | $7.37M | Buy |
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|
2024
Q1 | $7.73M | Buy |
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|
2023
Q4 | $7.68M | Buy |
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|
2023
Q3 | $6.75M | Buy |
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|
2023
Q2 | $7.46M | Sell |
|
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|
2023
Q1 | $7.38M | Buy |
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|
2022
Q4 | $6.45M | Buy |
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|
2022
Q3 | $4.9M | Buy |
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|
2022
Q2 | $4.54M | Buy |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $2.82M | Buy |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $357K | Hold |
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|
2020
Q2 | $301K | Buy |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $321K | Sell |
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|
2019
Q2 | $327K | Sell |
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|
2019
Q1 | $942K | Buy |
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|
2018
Q4 | $864K | Sell |
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|
2018
Q3 | $934K | Buy |
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|
2018
Q2 | $784K | Buy |
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|
2018
Q1 | $703K | Buy |
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|
2017
Q4 | $603K | Buy |
|
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|
2017
Q3 | $256K | Buy |
|
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $244K | Sell |
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|
2016
Q4 | $235K | Buy |
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