Phoenix 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
Q2 | $339K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $348K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $302K | Buy |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $245K | Buy |
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