Montz Harcus Wealth Management’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 | $576K | Buy |
|
|||||
|
2025
Q2 | $534K | Sell |
|
|||||
|
2025
Q1 | $575K | Buy |
|
|||||
|
2024
Q4 | $531K | Sell |
|
|||||
|
2024
Q3 | $564K | Sell |
|
|||||
|
2024
Q2 | $474K | Buy |
|
|||||
|
2024
Q1 | $515K | Buy |
|
|||||
|
2023
Q4 | $535K | Buy |
|
|||||
|
2023
Q3 | $471K | Sell |
|
|||||
|
2023
Q2 | $540K | Buy |
|
|||||
|
2023
Q1 | $493K | Buy |
|
|||||
|
2022
Q4 | $465K | Buy |
|
|||||
|
2022
Q3 | $405K | Buy |
|
|||||
|
2022
Q2 | $431K | Buy |
|
|||||
|
2022
Q1 | $416K | Buy |
|
|||||
|
2021
Q4 | $426K | Buy |
|