Holos Integrated Wealth’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
$266K Hold
870
0.16% 52
2025
Q1
$272K Hold
870
0.18% 51
2024
Q4
$252K Buy
+870
New +$252K 0.17% 47