RFG - Bristol Wealth Advisors’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
1,055
-17
-2% -$4.97K 0.1% 143
2025
Q1
$335K Buy
1,072
+73
+7% +$22.8K 0.11% 131
2024
Q4
$290K Buy
+999
New +$290K 0.1% 126