Delap Wealth Advisory’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,022	Closed	-$288K	–	220
2024 Q1	$288K	Sell	1,022 -37	-3%	-$10.4K	0.12%	159
2023 Q4	$314K	Buy	+1,059	New	+$314K	0.14%	69