Circle 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 | $836K | Sell |
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|
2025
Q2 | $855K | Buy |
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|
2025
Q1 | $859K | Sell |
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|
2024
Q4 | $859K | Buy |
|
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|
2024
Q3 | $900K | Sell |
|
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|
2024
Q2 | $797K | Sell |
|
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|
2024
Q1 | $983K | Sell |
|
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|
2023
Q4 | $1.05M | Sell |
|
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|
2023
Q3 | $942K | Buy |
|
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|
2023
Q2 | $1.06M | Buy |
|
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|
2023
Q1 | $987K | Buy |
|
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|
2022
Q4 | $875K | Buy |
|
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|
2022
Q3 | $752K | Sell |
|
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|
2022
Q2 | $822K | Buy |
|
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $887K | Sell |
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|
2021
Q3 | $944K | Buy |
|
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|
2021
Q2 | $902K | Buy |
|
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|
2021
Q1 | $869K | Buy |
|
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|
2020
Q4 | $829K | Buy |
|
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|
2020
Q3 | $844K | Buy |
|
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|
2020
Q2 | $705K | Buy |
|
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|
2020
Q1 | $620K | Sell |
|
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|
2019
Q4 | $771K | Buy |
|
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|
2019
Q3 | $766K | Buy |
|
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|
2019
Q2 | $737K | Buy |
|
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|
2019
Q1 | $593K | Buy |
|
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|
2018
Q4 | $545K | Sell |
|
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|
2018
Q3 | $514K | Sell |
|
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|
2018
Q2 | $485K | Sell |
|
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|
2018
Q1 | $485K | Sell |
|
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|
2017
Q4 | $547K | Buy |
|
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|
2017
Q3 | $488K | Buy |
|
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|
2017
Q2 | $463K | Buy |
|
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|
2017
Q1 | $370K | Buy |
|
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|
2016
Q4 | $345K | Buy |
|