Brass Tax 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
$226K Sell
774
-13
-2% -$3.8K 0.04% 208
2025
Q1
$246K Buy
787
+77
+11% +$24.1K 0.05% 182
2024
Q4
$206K Buy
710
+1
+0.1% +$290 0.04% 200
2024
Q3
$216K Buy
+709
New +$216K 0.05% 185