Primoris 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
$388K Sell
2025
Q1
$504K Sell
2024
Q4
$580K Sell
2024
Q3
$685K Sell
2024
Q2
$599K Sell
2024
Q1
$854K Sell
2023
Q4
$1.27M Sell
2023
Q3
$1.3M Buy