Optivise Advisory Services’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Buy	778 +3	+0.4%	+$877	0.12%	179
2025 Q1	$242K	Buy	775 +4	+0.5%	+$1.25K	0.14%	156
2024 Q4	$224K	Buy	+771	New	+$224K	0.12%	155