Elevation Wealth Partners’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 | $648K | Buy |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $608K | Buy |
|
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|
2024
Q3 | $631K | Buy |
|
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $637K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $495K | Hold |
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|
2023
Q1 | $464K | Buy |
|