Hall Private Wealth Advisors’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$259K Sell
982
-15
-2% -$3.95K 0.17% 37
2023
Q2
$298K Buy
997
+22
+2% +$6.57K 0.16% 40
2023
Q1
$273K Buy
+975
New +$273K 0.14% 44
2022
Q1
Sell
-1,516
Closed -$406K 51
2021
Q4
$406K Buy
+1,516
New +$406K 0.25% 35