HHM 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
Q2 | $240K | Sell |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $183K | Buy |
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|
2024
Q1 | $169K | Buy |
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|
2023
Q4 | $168K | Hold |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $169K | Hold |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $146K | Hold |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $140K | Hold |
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|
2021
Q4 | $151K | Hold |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $139K | Sell |
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|
2021
Q1 | $146K | Buy |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $102K | Hold |
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|
2020
Q1 | $91K | Buy |
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