Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $791K | Sell |
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|
2024
Q3 | $832K | Buy |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $738K | Buy |
|
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|
2023
Q4 | $739K | Sell |
|
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|
2023
Q3 | $851K | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $419K | Sell |
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|
2021
Q2 | $612K | Sell |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $532K | Hold |
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|
2020
Q3 | $441K | Sell |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
|