Nvest Financial’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,068	Closed	-$889K	–	106
2024 Q4	$889K	Buy	3,068 +618	+25%	+$179K	0.45%	57
2024 Q3	$746K	Buy	2,450 +1,274	+108%	+$388K	0.43%	59
2024 Q2	$300K	Buy	+1,176	New	+$300K	0.18%	73