Marshall & Sterling Wealth Advisors’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56K Sell
192
-2
-1% -$583 0.04% 148
2025
Q1
$60.5K Buy
194
+39
+25% +$12.2K 0.04% 134
2024
Q4
$44.8K Buy
+155
New +$44.8K 0.03% 135