Collaborative 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
Q2 | $3.2M | Sell |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $3.18M | Sell |
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|
2024
Q3 | $3.48M | Buy |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $3.24M | Hold |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.06M | Buy |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $214K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q1 | $215K | Buy |
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