Safir 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
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