Compass Ion 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 | $567K | Buy |
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|
2025
Q1 | $604K | Buy |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $453K | Hold |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $330K | Buy |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $382K | Buy |
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