Rooted Wealth 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 | $654K | Buy |
|
|||||
|
2025
Q2 | $599K | Buy |
|
|||||
|
2025
Q1 | $538K | Buy |
|
|||||
|
2024
Q4 | $507K | Sell |
|
|||||
|
2024
Q3 | $573K | Buy |
|
|||||
|
2024
Q2 | $433K | Buy |
|
|||||
|
2024
Q1 | $413K | Buy |
|
|||||
|
2023
Q4 | $401K | Buy |
|
|||||
|
2023
Q3 | $355K | Buy |
|
|||||
|
2023
Q2 | $340K | Sell |
|
|||||
|
2023
Q1 | $353K | Buy |
|
|||||
|
2022
Q4 | $281K | Buy |
|