Heron Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
|