Inspirion 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
Q3 | $1.02M | Buy |
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2025
Q2 | $499K | Sell |
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2025
Q1 | $1.11M | Buy |
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2024
Q4 | $1.02M | Buy |
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2024
Q3 | $1.02M | Buy |
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2024
Q2 | $819K | Sell |
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2024
Q1 | $916K | Sell |
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2023
Q4 | $989K | Hold |
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2023
Q3 | $877K | Hold |
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2023
Q2 | $994K | Buy |
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2023
Q1 | $915K | Hold |
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2022
Q4 | $863K | Buy |
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2022
Q3 | $753K | Sell |
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2022
Q2 | $811K | Buy |
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2022
Q1 | $820K | Sell |
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2021
Q4 | $903K | Buy |
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2021
Q3 | $812K | Hold |
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2021
Q2 | $778K | Buy |
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2021
Q1 | $751K | Hold |
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2020
Q4 | $719K | Sell |
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2020
Q3 | $742K | Hold |
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2020
Q2 | $624K | Buy |
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2020
Q1 | $554K | Sell |
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2019
Q4 | $688K | Hold |
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2019
Q3 | $748K | Sell |
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2019
Q2 | $728K | Hold |
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2019
Q1 | $666K | Hold |
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2018
Q4 | $623K | Hold |
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2018
Q3 | $587K | Hold |
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2018
Q2 | $550K | Sell |
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2018
Q1 | $550K | Hold |
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2017
Q4 | $605K | Hold |
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2017
Q3 | $551K | Sell |
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2017
Q2 | $543K | Sell |
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2017
Q1 | $463K | Sell |
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2016
Q4 | $451K | Buy |
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2016
Q3 | $416K | Sell |
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2016
Q2 | $440K | Sell |
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2016
Q1 | $461K | Hold |
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2015
Q4 | $433K | Hold |
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2015
Q3 | $361K | Buy |
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2015
Q2 | $344K | Sell |
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2015
Q1 | $382K | Buy |
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2014
Q4 | $358K | Buy |
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