Primoris Wealth Advisors’s McDonald's MCD Stock Holding History

Primoris Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity

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