Private Wealth Strategies’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $995K | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.02M | Hold |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $896K | Buy |
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|
2022
Q2 | $957K | Buy |
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|
2022
Q1 | $958K | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $933K | Buy |
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|
2021
Q2 | $890K | Buy |
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|
2021
Q1 | $863K | Buy |
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|
2020
Q4 | $825K | Buy |
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|
2020
Q3 | $843K | Buy |
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|
2020
Q2 | $709K | Buy |
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|
2020
Q1 | $634K | Buy |
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|
2019
Q4 | $758K | Buy |
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