GoalVest Advisory’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 | $2.05M | Buy |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $821K | Buy |
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|
2023
Q2 | $784K | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $922K | Buy |
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|
2021
Q2 | $626K | Buy |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $866K | Buy |
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