Sargent Investment 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 | $282K | Sell |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $200K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $344K | Buy |
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