Private Wealth Management Group’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
Q3
$172K Sell
2025
Q2
$171K Sell
2025
Q1
$186K Hold
2024
Q4
$173K Buy
2024
Q3
$176K Buy
2024
Q2
$146K Sell
2024
Q1
$189K Sell
2023
Q4
$199K Buy