Glass Jacobson Investment 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 | $136K | Hold |
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|
2025
Q2 | $131K | Sell |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $465K | Hold |
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|
2024
Q1 | $515K | Hold |
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|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $581K | Buy |
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|
2022
Q4 | $513K | Buy |
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