IBEX 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 | $802K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $105K | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $986K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $95K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $18K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $36K | Buy |
|