Jessup 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
Q2 | $311K | Buy |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $367K | Sell |
|
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|
2024
Q2 | $319K | Sell |
|
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|
2024
Q1 | $371K | Buy |
|
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $505K | Buy |
|
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|
2023
Q2 | $569K | Sell |
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|
2023
Q1 | $548K | Buy |
|
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|
2022
Q4 | $490K | Buy |
|