Sage Private Wealth Group’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 | $330K | Sell |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $350K | Buy |
|
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|
2024
Q2 | $289K | Sell |
|
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|
2024
Q1 | $363K | Sell |
|
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|
2023
Q4 | $422K | Sell |
|
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|
2023
Q3 | $381K | Buy |
|
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $408K | Sell |
|
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|
2022
Q4 | $422K | Buy |
|
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $336K | Buy |
|