MBL 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 | $869K | Buy |
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|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $599K | Buy |
|
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|
2024
Q4 | $325K | Sell |
|
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|
2024
Q3 | $375K | Sell |
|
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|
2024
Q2 | $372K | Sell |
|
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|
2024
Q1 | $773K | Sell |
|
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|
2023
Q4 | $903K | Buy |
|
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|
2023
Q3 | $597K | Sell |
|
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|
2023
Q2 | $712K | Sell |
|
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|
2023
Q1 | $691K | Sell |
|
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|
2022
Q4 | $657K | Buy |
|
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|
2022
Q3 | $558K | Buy |
|
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|
2022
Q2 | $578K | Sell |
|
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|
2022
Q1 | $609K | Buy |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $379K | Buy |
|