Confluence Wealth Services’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 | $3.22M | Buy |
|
|||||
|
2025
Q1 | $3.5M | Buy |
|
|||||
|
2024
Q4 | $2.93M | Sell |
|
|||||
|
2024
Q3 | $3.2M | Buy |
|
|||||
|
2024
Q2 | $2.48M | Buy |
|
|||||
|
2024
Q1 | $2.58M | Sell |
|
|||||
|
2023
Q4 | $3.04M | Sell |
|
|||||
|
2023
Q3 | $2.73M | Sell |
|
|||||
|
2023
Q2 | $3.3M | Sell |
|
|||||
|
2023
Q1 | $3.09M | Buy |
|
|||||
|
2022
Q4 | $2.78M | Buy |
|
|||||
|
2022
Q3 | $2.42M | Sell |
|
|||||
|
2022
Q2 | $3.59M | Buy |
|
|||||
|
2022
Q1 | $3.03M | Sell |
|
|||||
|
2021
Q4 | $3.31M | Buy |
|