Consilium Wealth Advisory’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 | $425K | Buy |
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|
2025
Q2 | $390K | Hold |
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|
2025
Q1 | $417K | Buy |
|
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|
2024
Q4 | $377K | Hold |
|
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|
2024
Q3 | $396K | Hold |
|
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|
2024
Q2 | $332K | Hold |
|
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|
2024
Q1 | $367K | Sell |
|
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|
2023
Q4 | $405K | Hold |
|
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|
2023
Q3 | $360K | Hold |
|
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|
2023
Q2 | $408K | Hold |
|
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|
2023
Q1 | $382K | Hold |
|
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|
2022
Q4 | $360K | Hold |
|
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|
2022
Q3 | $315K | Hold |
|
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|
2022
Q2 | $337K | Hold |
|
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|
2022
Q1 | $338K | Hold |
|
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|
2021
Q4 | $366K | Buy |
|