EverSource Wealth 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 | $1.35M | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $987K | Buy |
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|
2022
Q4 | $864K | Buy |
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|
2022
Q3 | $757K | Buy |
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|
2022
Q2 | $808K | Sell |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $733K | Buy |
|