Concord Wealth Partners’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
Q3 | $2.13M | Sell |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $2.24M | Sell |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $886K | Buy |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $800K | Sell |
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|
2022
Q2 | $908K | Sell |
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|
2022
Q1 | $945K | Buy |
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|
2021
Q4 | $952K | Buy |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $727K | Buy |
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|
2021
Q1 | $656K | Buy |
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|
2020
Q4 | $385K | Buy |
|