CarsonAllaria Wealth Management’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 | – | Sell |
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|
2025
Q2 | $163K | Hold |
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|
2025
Q1 | $174K | Buy |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $169K | Hold |
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|
2024
Q2 | $141K | Buy |
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|
2024
Q1 | $156K | Buy |
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|
2023
Q4 | $40.7K | Sell |
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|
2023
Q3 | $41.3K | Hold |
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|
2023
Q2 | $46.8K | Sell |
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|
2023
Q1 | $50.7K | Buy |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $189K | Buy |
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|
2022
Q1 | $188K | Buy |
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|
2021
Q4 | $200K | Buy |
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