Perennial Investment 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
Q2 | $474K | Buy |
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|
2025
Q1 | $488K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $217K | Buy |
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