CWS Financial Advisors’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 | $2.12M | Sell |
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|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.24M | Buy |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $2.53M | Sell |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.81M | Sell |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $2.48M | Buy |
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|
2020
Q3 | $2.54M | Sell |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $1.6M | Hold |
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|
2019
Q4 | $1.6M | Buy |
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