Exencial 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 | $3.22M | Sell |
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|
2025
Q2 | $3.1M | Sell |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $3.77M | Sell |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.84M | Sell |
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|
2023
Q4 | $4.14M | Buy |
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|
2023
Q3 | $3.55M | Sell |
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|
2023
Q2 | $4.15M | Buy |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $3.23M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $2.64M | Sell |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.43M | Buy |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $1.9M | Sell |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $723K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $984K | Buy |
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|
2019
Q2 | $943K | Hold |
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|
2019
Q1 | $862K | Hold |
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|
2018
Q4 | $806K | Buy |
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|
2018
Q3 | $650K | Buy |
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|
2018
Q2 | $599K | Sell |
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|
2018
Q1 | $603K | Sell |
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|
2017
Q4 | $680K | Buy |
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|
2017
Q3 | $603K | Sell |
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|
2017
Q2 | $635K | Buy |
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|
2017
Q1 | $526K | Sell |
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|
2016
Q4 | $517K | Sell |
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|
2016
Q3 | $487K | Buy |
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|
2016
Q2 | $460K | Sell |
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|
2016
Q1 | $605K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $213K | Sell |
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|
2015
Q1 | $245K | Sell |
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|
2014
Q4 | $354K | Sell |
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|
2014
Q3 | $457K | Sell |
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|
2014
Q2 | $3.71M | Sell |
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|
2014
Q1 | $3.96M | Sell |
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|
2013
Q4 | $3.79M | Sell |
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|
2013
Q3 | $4.03M | Sell |
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|
2013
Q2 | $4.03M | Buy |
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