Independent Solutions Wealth Management’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
Q3 | $3.09M | Buy |
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|
2025
Q2 | $2.79M | Buy |
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|
2025
Q1 | $2.85M | Buy |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $2.72M | Buy |
|
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $656K | Sell |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $737K | Sell |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $646K | Buy |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $558K | Buy |
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|
2021
Q3 | $466K | Sell |
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|
2021
Q2 | $529K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Buy |
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