Sax 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 | $4.88M | Sell |
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|
2025
Q2 | $4.95M | Sell |
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|
2025
Q1 | $7.45M | Buy |
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|
2024
Q4 | $6.87M | Buy |
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|
2024
Q3 | $6.78M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $931K | Hold |
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|
2023
Q1 | $872K | Sell |
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|
2022
Q4 | $832K | Sell |
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|
2022
Q3 | $758K | Buy |
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|
2022
Q2 | $808K | Buy |
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|
2022
Q1 | $809K | Sell |
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|
2021
Q4 | $932K | Sell |
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|
2021
Q3 | $886K | Buy |
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|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | $778K | Buy |
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|
2020
Q4 | $454K | Buy |
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