Lowe 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 | $38K | Sell |
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|
2025
Q2 | $43.8K | Hold |
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|
2025
Q1 | $46.9K | Hold |
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|
2024
Q4 | $43.5K | Hold |
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|
2024
Q3 | $45.7K | Hold |
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|
2024
Q2 | $38.2K | Hold |
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|
2024
Q1 | $42.3K | Sell |
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|
2023
Q4 | $45.7K | Hold |
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|
2023
Q3 | $40.6K | Sell |
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|
2023
Q2 | $66.8K | Hold |
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|
2023
Q1 | $62.6K | Hold |
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|
2022
Q4 | $59K | Buy |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $28K | Buy |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $23K | Buy |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $16K | Hold |
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|
2016
Q4 | $15K | Hold |
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|
2016
Q3 | $14K | Hold |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $15K | Hold |
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|
2015
Q3 | $12K | Sell |
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|
2015
Q2 | $88K | Hold |
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|
2015
Q1 | $90K | Hold |
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|
2014
Q4 | $87K | Buy |
|