Souders Financial 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
Q3 | $1.86M | Sell |
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|
2025
Q2 | $1.87M | Sell |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.98M | Sell |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $645K | Buy |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $465K | Buy |
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