Ridgecrest Wealth Partners’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 | $713K | Sell |
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|
2025
Q2 | $686K | Buy |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $735K | Hold |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $621K | Hold |
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|
2024
Q1 | $687K | Hold |
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|
2023
Q4 | $722K | Hold |
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|
2023
Q3 | $641K | Buy |
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|
2023
Q2 | $726K | Hold |
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|
2023
Q1 | $681K | Hold |
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|
2022
Q4 | $641K | Hold |
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|
2022
Q3 | $562K | Hold |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $574K | Hold |
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|
2021
Q4 | $623K | Hold |
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|
2021
Q3 | $560K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $334K | Buy |
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