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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.98M	Sell	10,204 -97	-0.9%	-$28.3K	0.96%	19
2025 Q1	$3.22M	Sell	10,301 -424	-4%	-$132K	1.1%	16
2024 Q4	$3.11M	Sell	10,725 -12	-0.1%	-$3.48K	1.03%	17
2024 Q3	$3.27M	Sell	10,737 -263	-2%	-$80.1K	1.07%	15
2024 Q2	$2.76M	Buy	+11,000	New	+$2.76M	0.93%	21