Sound Financial Strategies Group’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 | $720K | Buy |
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|
2025
Q1 | $757K | Sell |
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|
2024
Q4 | $883K | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $666K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $829K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $466K | Sell |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $1.24M | Buy |
|