Schrum Private Wealth Management’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 | $923K | Buy |
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|
2025
Q2 | $763K | Hold |
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|
2025
Q1 | $815K | Hold |
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|
2024
Q4 | $757K | Sell |
|
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|
2024
Q3 | $1.76M | Buy |
|
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|
2024
Q2 | $967K | Hold |
|
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $910K | Sell |
|
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|
2023
Q3 | $1M | Hold |
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|
2023
Q2 | $1.14M | Hold |
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|
2023
Q1 | $1.07M | Hold |
|
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $961K | Sell |
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|
2022
Q2 | $1.32M | Hold |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.38M | Buy |
|