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Optimize Financial’s McDonald's MCD Stock Holding History

Optimize Financial’s Portfolio MCD Stock Details MCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$659K Sell
2,257
-16
-0.7% -$4.68K 0.4% 72
2025
Q1 		$710K Buy
2,273
+451
+25% +$141K 0.51% 54
2024
Q4 		$528K Buy
+1,822
New +$528K 0.4% 69