Monument Group Wealth Advisors’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
$295K Buy
2025
Q1
$293K Hold
2024
Q4
$272K Sell
2024
Q3
$301K Hold
2024
Q2
$252K Hold
2024
Q1
$279K Buy