SMART Wealth’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 | $335K | Sell |
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|
2025
Q2 | $324K | Buy |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $231K | Buy |
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