Bordeaux Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $666K | Sell |
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|
2024
Q4 | $912K | Buy |
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|
2024
Q3 | $925K | Buy |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $796K | Sell |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $862K | Sell |
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|
2023
Q1 | $879K | Sell |
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|
2022
Q4 | $830K | Sell |
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|
2022
Q3 | $738K | Buy |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $908K | Sell |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $980K | Buy |
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