Lockerman Financial Group’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 Q4	–	Sell	-1,235	Closed	-$375K	–	109
2025 Q3	$375K	Sell	1,235 -9	-0.7%	-$2.74K	0.47%	59
2025 Q2	$363K	Sell	1,244 -121	-9%	-$37.3K	0.49%	67
2025 Q1	$426K	Sell	1,365 -7	-0.5%	-$2.09K	0.64%	45
2024 Q4	$398K	Buy	1,372 +13	+1%	+$3.88K	0.68%	46
2024 Q3	$414K	Buy	1,359 +163	+14%	+$44.9K	0.7%	43
2024 Q2	$305K	Buy	1,196 +210	+21%	+$55.7K	0.55%	62
2024 Q1	$278K	Sell	986 -4	-0.4%	-$1.16K	0.53%	67
2023 Q4	$294K	Buy	990 +8	+0.8%	+$2.18K	0.68%	48
2023 Q3	$259K	Sell	982 -13	-1%	-$3.71K	0.7%	54
2023 Q2	$297K	Sell	995 -29	-3%	-$8.43K	0.82%	39
2023 Q1	$286K	Sell	1,024 -18	-2%	-$4.82K	0.79%	44
2022 Q4	$275K	Buy	+1,042	New	+$275K	0.8%	47