Signature Wealth Management 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
Q2 | $254K | Buy |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $263K | Hold |
|
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $244K | Sell |
|
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|
2023
Q4 | $273K | Hold |
|
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $351K | Hold |
|
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|
2022
Q4 | $331K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $284K | Buy |
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|
2020
Q4 | $217K | Buy |
|