Perissos Private Wealth Management’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,552
Closed -$450K 85
2024
Q4
$450K Buy
1,552
+10
+0.6% +$2.9K 0.34% 57
2024
Q3
$470K Buy
+1,542
New +$470K 0.38% 54