ERn Financial LLC’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 | $271K | Sell |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $390K | Buy |
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