Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $251K | Buy |
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