Safir Wealth Advisors’s McDonald's MCD Stock Holding History

Safir Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Hold
2025 Q1	$288K	Buy
2024 Q4	$207K	Hold
2024 Q3	$218K	Buy
2024 Q2	–	Sell
2024 Q1	$202K	Hold
2023 Q4	$212K	Buy
2023 Q3	–	Sell
2023 Q2	$213K	Buy