Castle 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
$524K Hold
2025
Q2
$503K Sell
2025
Q1
$540K Sell
2024
Q4
$508K Sell
2024
Q3
$756K Buy
2024
Q2
$556K Hold
2024
Q1
$616K Sell
2023
Q4
$649K Buy
2023
Q3
$575K Sell
2023
Q2
$652K Sell
2023
Q1
$709K Hold
2022
Q4
$668K Buy
2022
Q3
$585K Sell
2022
Q2
$631K Buy