One Charles Private Wealth Services’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
Q4 | $570K | Sell |
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|
2025
Q3 | $567K | Buy |
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|
2025
Q2 | $543K | Sell |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $549K | Hold |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $517K | Sell |
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|
2022
Q1 | $524K | Hold |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $487K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $432K | Buy |
|