Everhart Financial Group’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 | $1.73M | Sell |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $949K | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $849K | Sell |
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|
2023
Q2 | $918K | Buy |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $740K | Sell |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $326K | Buy |
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