Castle Rock 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 | $720K | Buy |
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|
2025
Q2 | $666K | Sell |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $922K | Sell |
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|
2024
Q3 | $916K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $881K | Buy |
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|
2023
Q4 | $918K | Buy |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $857K | Sell |
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|
2022
Q4 | $841K | Buy |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $745K | Buy |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $646K | Sell |
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|
2021
Q3 | $791K | Buy |
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|
2021
Q2 | $705K | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q3 | $776K | Buy |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $690K | Sell |
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|
2019
Q3 | $647K | Buy |
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|
2019
Q2 | $534K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $356K | Sell |
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|
2018
Q2 | $503K | Buy |
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|
2018
Q1 | $416K | Buy |
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|
2017
Q4 | $372K | Buy |
|