CM 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 | $709K | Sell |
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|
2025
Q1 | $790K | Hold |
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|
2024
Q4 | $733K | Hold |
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|
2024
Q3 | $770K | Hold |
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|
2024
Q2 | $644K | Buy |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $642K | Hold |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $571K | Hold |
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|
2022
Q3 | $500M | Sell |
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|
2022
Q2 | $538K | Buy |
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