Cerro Pacific Wealth Advisors’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
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.52M | Hold |
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|
2024
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $874K | Buy |
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|
2022
Q2 | $788K | Buy |
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|
2022
Q1 | $634K | Buy |
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|
2021
Q4 | $654K | Sell |
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|
2021
Q3 | $638K | Sell |
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|
2021
Q2 | $837K | Buy |
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|
2020
Q4 | $1.18M | Buy |
|