Lee Financial’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 | $302K | Buy |
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|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $145K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $123K | Hold |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $120K | Hold |
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|
2020
Q2 | $101K | Buy |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $69K | Hold |
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|
2019
Q3 | $75K | Hold |
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|
2019
Q2 | $72K | Hold |
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|
2019
Q1 | $66K | Sell |
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|
2018
Q4 | $66K | Hold |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $185K | Buy |
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|
2018
Q1 | $183K | Buy |
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|
2017
Q4 | $120K | Hold |
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|
2017
Q3 | $109K | Sell |
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|
2017
Q2 | $138K | Hold |
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|
2017
Q1 | $116K | Hold |
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|
2016
Q4 | $109K | Buy |
|