LifeSteps 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 | $346K | Buy |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $419K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $209K | Hold |
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|
2020
Q4 | $200K | Sell |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $225K | Buy |
|