Smith Salley 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 | $3.49M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $3.16M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $967K | Sell |
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|
2022
Q4 | $920K | Buy |
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|
2022
Q3 | $746K | Buy |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $719K | Sell |
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|
2021
Q4 | $797K | Sell |
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|
2021
Q3 | $736K | Sell |
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|
2021
Q2 | $714K | Buy |
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|
2021
Q1 | $664K | Buy |
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|
2020
Q4 | $511K | Buy |
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|
2020
Q3 | $504K | Sell |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $333K | Hold |
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|
2019
Q3 | $362K | Hold |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $275K | Sell |
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|
2018
Q2 | $273K | Buy |
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|
2018
Q1 | $254K | Hold |
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|
2017
Q4 | $281K | Sell |
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|
2017
Q3 | $265K | Hold |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $219K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $209K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $380K | Sell |
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|
2014
Q3 | $1.16M | Buy |
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|
2014
Q2 | $887K | Buy |
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|
2014
Q1 | $494K | Buy |
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|
2013
Q4 | $369K | Buy |
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|
2013
Q3 | $225K | Buy |
|