High Net Worth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
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|
2025
Q1 | $561K | Hold |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $430K | Hold |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $682K | Sell |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $755K | Hold |
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|
2022
Q2 | $808K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.28M | Buy |
|