Shepherd Financial Partners’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 | $2.88M | Buy |
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|
2025
Q2 | $2.76M | Buy |
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|
2025
Q1 | $2.87M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $2.14M | Buy |
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|
2023
Q2 | $2.27M | Buy |
|
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $357K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | $221K | Buy |
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