Heritage Wealth Management (California)’s McDonald's MCD Stock Holding History

Heritage Wealth Management (California)’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Sell
2025 Q1	$304K	Buy
2024 Q4	$281K	Buy
2024 Q3	$294K	Sell
2024 Q2	$248K	Sell
2024 Q1	$275K	Buy
2023 Q4	$288K	Buy