San Luis 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 | $204K | Hold |
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|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $653K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $997K | Sell |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2020
Q4 | $520K | Buy |
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