Heartwood 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 | $2.23M | Buy |
|
|||||
|
2025
Q2 | $2.07M | Buy |
|
|||||
|
2025
Q1 | $2.06M | Buy |
|
|||||
|
2024
Q4 | $1.09M | Buy |
|
|||||
|
2024
Q3 | $1.14M | Hold |
|
|||||
|
2024
Q2 | $953K | Buy |
|
|||||
|
2024
Q1 | $1.01M | Hold |
|
|||||
|
2023
Q4 | $1.06M | Hold |
|
|||||
|
2023
Q3 | $944K | Sell |
|
|||||
|
2023
Q2 | $1.08M | Buy |
|
|||||
|
2023
Q1 | $1.01M | Buy |
|
|||||
|
2022
Q4 | $866K | Buy |
|
|||||
|
2022
Q3 | $591K | Sell |
|
|||||
|
2022
Q2 | $636K | Sell |
|
|||||
|
2022
Q1 | $674K | Buy |
|
|||||
|
2021
Q4 | $406K | Buy |
|
|||||
|
2021
Q3 | $244K | Hold |
|
|||||
|
2021
Q2 | $234K | Hold |
|
|||||
|
2021
Q1 | $227K | Buy |
|