Lineweaver Wealth Advisors’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 | $3.93M | Buy |
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2025
Q2 | $3.49M | Sell |
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2025
Q1 | $3.82M | Buy |
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2024
Q4 | $3.24M | Buy |
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2024
Q3 | $2.93M | Sell |
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2024
Q2 | $2.47M | Buy |
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2024
Q1 | $2.4M | Buy |
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2023
Q4 | $2.39M | Buy |
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2023
Q3 | $2.11M | Sell |
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2023
Q2 | $2.4M | Buy |
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2023
Q1 | $2.21M | Buy |
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2022
Q4 | $1.98M | Sell |
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2022
Q3 | $1.79M | Buy |
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2022
Q2 | $1.8M | Buy |
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2022
Q1 | $1.76M | Buy |
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2021
Q4 | $1.5M | Buy |
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2021
Q3 | $765K | Buy |
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2021
Q2 | $665K | Buy |
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2021
Q1 | $636K | Buy |
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2020
Q4 | $561K | Buy |
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2020
Q3 | $560K | Sell |
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2020
Q2 | $481K | Buy |
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2020
Q1 | $399K | Sell |
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2019
Q4 | $499K | Buy |
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