Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $777K | Hold |
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|
2024
Q2 | $650K | Hold |
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|
2024
Q1 | $719K | Hold |
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|
2023
Q4 | $756K | Buy |
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|
2023
Q3 | $663K | Hold |
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|
2023
Q2 | $751K | Sell |
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|
2023
Q1 | $731K | Hold |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $612K | Hold |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $737K | Hold |
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|
2021
Q3 | $663K | Sell |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $656K | Buy |
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|
2020
Q2 | $545K | Sell |
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|
2020
Q1 | $496K | Hold |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $677K | Hold |
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|
2019
Q2 | $655K | Hold |
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|
2019
Q1 | $599K | Hold |
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|
2018
Q4 | $560K | Hold |
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|
2018
Q3 | $527K | Hold |
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|
2018
Q2 | $494K | Hold |
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|
2018
Q1 | $493K | Sell |
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|
2017
Q4 | $564K | Buy |
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|
2017
Q3 | $501K | Hold |
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|
2017
Q2 | $490K | Buy |
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|
2017
Q1 | $246K | Hold |
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|
2016
Q4 | $231K | Buy |
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