Clearview 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 Q4	$490K	Sell	1,605 -61	-4%	-$18.7K	0.31%	59
2025 Q3	$506K	Sell	1,666 -42	-2%	-$12.8K	0.32%	60
2025 Q2	$499K	Sell	1,708 -8	-0.5%	-$2.47K	0.35%	55
2025 Q1	$536K	Sell	1,716 -52	-3%	-$15.6K	0.4%	50
2024 Q4	$512K	Sell	1,768 -12	-0.7%	-$3.58K	0.39%	48
2024 Q3	$542K	Sell	1,780 -49	-3%	-$13.5K	0.42%	48
2024 Q2	$466K	Sell	1,829 -82	-4%	-$21.8K	0.41%	50
2024 Q1	$539K	Sell	1,911 -82	-4%	-$23.8K	0.55%	43
2023 Q4	$591K	Buy	1,993 +2	+0.1%	+$544	0.69%	48
2023 Q3	$524K	Sell	1,991 -56	-3%	-$16K	0.65%	58
2023 Q2	$611K	Sell	2,047 -16	-0.8%	-$4.65K	0.62%	48
2023 Q1	$577K	Sell	2,063 -757	-27%	-$203K	0.58%	51
2022 Q4	$743K	Buy	2,820 +1	+0%	+$264	0.57%	42
2022 Q3	$651K	Buy	2,819 +37	+1%	+$9.46K	0.52%	35
2022 Q2	$687K	Buy	2,782 +100	+4%	+$24.6K	0.51%	35
2022 Q1	$663K	Buy	2,682 +172	+7%	+$42.8K	0.44%	42
2021 Q4	$673K	Sell	2,510 -1,229	-33%	-$310K	0.41%	55
2021 Q3	$901K	Buy	3,739 +193	+5%	+$46.1K	0.57%	37
2021 Q2	$819K	Sell	3,546 -1	-0%	-$233	0.51%	43
2021 Q1	$795K	Buy	3,547 +75	+2%	+$16K	0.52%	45
2020 Q4	$745K	Buy	+3,472	New	+$755K	0.5%	43