Keudell/Morrison 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 | – | Sell |
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2025
Q1 | $220K | Buy |
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2024
Q4 | – | Sell |
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2024
Q3 | $209K | Buy |
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2024
Q2 | – | Sell |
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2024
Q1 | $262K | Sell |
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2023
Q4 | $329K | Buy |
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2023
Q3 | $238K | Buy |
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2023
Q2 | $265K | Sell |
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2023
Q1 | $270K | Sell |
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2022
Q4 | $255K | Hold |
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2022
Q3 | $223K | Sell |
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2022
Q2 | $249K | Sell |
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2022
Q1 | $263K | Sell |
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2021
Q4 | $286K | Hold |
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2021
Q3 | $257K | Sell |
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2021
Q2 | $252K | Hold |
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2021
Q1 | $245K | Hold |
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2020
Q4 | $234K | Hold |
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2020
Q3 | $239K | Sell |
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2020
Q2 | $219K | Sell |
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2020
Q1 | $229K | Sell |
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2019
Q4 | $311K | Sell |
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2019
Q3 | $360K | Sell |
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2019
Q2 | $373K | Buy |
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2019
Q1 | $323K | Buy |
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