Financial Synergies 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 | $911K | Buy |
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|
2025
Q2 | $871K | Buy |
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|
2025
Q1 | $902K | Buy |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $764K | Sell |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $790K | Buy |
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|
2023
Q2 | $842K | Sell |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q4 | $714K | Buy |
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|
2022
Q3 | $588K | Hold |
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|
2022
Q2 | $629K | Buy |
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