Live Oak Private Wealth’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 | $963K | Hold |
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|
2025
Q2 | $926K | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $941K | Buy |
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|
2024
Q3 | $983K | Hold |
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|
2024
Q2 | $823K | Buy |
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|
2024
Q1 | $907K | Sell |
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|
2023
Q4 | $955K | Buy |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $961K | Buy |
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|
2023
Q1 | $885K | Buy |
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|
2022
Q4 | $806K | Hold |
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|
2022
Q3 | $706K | Hold |
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|
2022
Q2 | $755K | Buy |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $217K | Buy |
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