FSM 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 | $584K | Buy |
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|
2025
Q2 | $467K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $302K | Buy |
|
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|
2024
Q3 | $300K | Sell |
|
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|
2024
Q2 | $253K | Buy |
|
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|
2024
Q1 | $275K | Sell |
|
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|
2023
Q4 | $315K | Buy |
|
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $424K | Buy |
|
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|
2023
Q1 | $385K | Buy |
|
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $336K | Buy |
|