Smith & Howard 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 | $256K | Hold |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $220K | Hold |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $256K | Buy |
|
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|
2019
Q2 | $212K | Sell |
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|
2019
Q1 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $435K | Hold |
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|
2017
Q1 | $368K | Buy |
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|
2016
Q4 | $286K | Sell |
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|
2016
Q3 | $311K | Hold |
|
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|
2016
Q2 | $324K | Buy |
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|
2016
Q1 | $308K | Hold |
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|
2015
Q4 | $289K | Buy |
|
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $173K | Buy |
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|
2013
Q3 | $168K | Hold |
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|
2013
Q2 | $173K | Buy |
|