Newton One Investments’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 | $320K | Buy |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $128K | Buy |
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|
2020
Q4 | $122K | Buy |
|