Soltis Investment Advisors’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 | $807K | Sell |
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|
2025
Q1 | $894K | Sell |
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|
2024
Q4 | $854K | Buy |
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|
2024
Q3 | $874K | Buy |
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $763K | Sell |
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|
2023
Q4 | $829K | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $732K | Buy |
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|
2023
Q1 | $668K | Buy |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $528K | Sell |
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|
2021
Q1 | $555K | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $816K | Buy |
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|
2020
Q2 | $667K | Buy |
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|
2020
Q1 | $508K | Sell |
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|
2019
Q4 | $609K | Buy |
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