Jeppson 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 | $962K | Buy |
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|
2025
Q2 | $903K | Sell |
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|
2025
Q1 | $965K | Sell |
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|
2024
Q4 | $959K | Buy |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $851K | Buy |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $946K | Buy |
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|
2023
Q2 | $1.07M | Sell |
|
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $892K | Buy |
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|
2022
Q2 | $923K | Buy |
|
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $519K | Hold |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $396K | Sell |
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|
2020
Q3 | $435K | Buy |
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