Quantum Financial 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
Q3 | $251K | Sell |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $541K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $200K | Buy |
|