Curi 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
Q1 | – | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $400K | Sell |
|
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|
2023
Q1 | $393K | Sell |
|
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|
2022
Q4 | $431K | Buy |
|
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $114K | Buy |
|
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $12K | Buy |
|