Kolinsky 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
2024 Q4	$426K	Sell	1,469 -146	-9%	-$43.5K	0.26%	83
2024 Q3	$492K	Buy	1,615 +20	+1%	+$5.51K	0.32%	69
2024 Q2	$407K	Sell	1,595 -250	-14%	-$66.3K	0.29%	75
2024 Q1	$520K	Buy	1,845 +271	+17%	+$78.8K	0.4%	58
2023 Q4	$467K	Sell	1,574 -24	-2%	-$6.53K	0.41%	58
2023 Q3	$421K	Sell	1,598 -50	-3%	-$14.3K	0.42%	58
2023 Q2	$485K	Buy	1,648 +27	+2%	+$7.84K	0.46%	49
2023 Q1	$453K	Buy	1,621 +306	+23%	+$82K	0.48%	45
2022 Q4	$347K	Sell	1,315 -212	-14%	-$55.9K	0.4%	63
2022 Q3	$352K	Buy	1,527 +35	+2%	+$8.95K	0.44%	49
2022 Q2	$368K	Buy	1,492 +447	+43%	+$110K	0.43%	50
2022 Q1	$258K	Sell	1,045 -250	-19%	-$62.3K	0.25%	104
2021 Q4	$347K	Buy	+1,295	New	+$327K	0.32%	80