DHJJ 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 | $1.06M | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $893K | Sell |
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|
2024
Q1 | $990K | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $925K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $989K | Buy |
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|
2022
Q3 | $837K | Hold |
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|
2022
Q2 | $896K | Hold |
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|
2022
Q1 | $904K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $896K | Hold |
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|
2021
Q2 | $858K | Buy |
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|
2021
Q1 | $811K | Hold |
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|
2020
Q4 | $776K | Buy |
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