Measured Wealth Private Client 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
Q2 | $282K | Buy |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $704K | Hold |
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|
2023
Q4 | $740K | Buy |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $695K | Sell |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $723K | Sell |
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|
2022
Q1 | $795K | Sell |
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|
2021
Q4 | $921K | Sell |
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|
2021
Q3 | $854K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $891K | Buy |
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|
2020
Q4 | $701K | Sell |
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|
2020
Q3 | $815K | Buy |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $556K | Sell |
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|
2019
Q3 | $615K | Sell |
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|
2019
Q2 | $687K | Sell |
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|
2019
Q1 | $630K | Buy |
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|
2018
Q4 | $429K | Sell |
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|
2018
Q3 | $413K | Buy |
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|
2018
Q2 | $372K | Buy |
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|
2017
Q3 | $438K | Buy |
|