One 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
Q3 | $284K | Buy |
|
|||||
|
2025
Q2 | $272K | Hold |
|
|||||
|
2025
Q1 | $291K | Hold |
|
|||||
|
2024
Q4 | $270K | Hold |
|
|||||
|
2024
Q3 | $283K | Hold |
|
|||||
|
2024
Q2 | $249K | Sell |
|
|||||
|
2024
Q1 | $264K | Hold |
|
|||||
|
2023
Q4 | $278K | Buy |
|
|||||
|
2023
Q3 | $245K | Hold |
|
|||||
|
2023
Q2 | $278K | Hold |
|
|||||
|
2023
Q1 | $260K | Buy |
|
|||||
|
2022
Q4 | $42.4K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $7K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1K | Hold |
|
|||||
|
2018
Q2 | $1K | Sell |
|
|||||
|
2018
Q1 | $635K | Sell |
|
|||||
|
2017
Q4 | $1.43M | Buy |
|