McCarter Private Wealth Services’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	$332K	Hold	1,135	–	–	0.19%	91
2025 Q1	$355K	Buy	1,135 +90	+9%	+$28.1K	0.23%	73
2024 Q4	$303K	Sell	1,045 -105	-9%	-$30.4K	0.19%	81
2024 Q3	$350K	Buy	+1,150	New	+$350K	0.22%	78