Sound View Wealth Advisors 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
Q4 | $6.86M | Sell |
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|
2025
Q3 | $6.85M | Sell |
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|
2025
Q2 | $6.76M | Sell |
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|
2025
Q1 | $7.24M | Sell |
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|
2024
Q4 | $7.02M | Sell |
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|
2024
Q3 | $8.71M | Buy |
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|
2024
Q2 | $6.57M | Buy |
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|
2024
Q1 | $7.2M | Sell |
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|
2023
Q4 | $7.77M | Sell |
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|
2023
Q3 | $6.95M | Buy |
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|
2023
Q2 | $7.56M | Sell |
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|
2023
Q1 | $7.23M | Sell |
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|
2022
Q4 | $7.77M | Buy |
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|
2022
Q3 | $5M | Sell |
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|
2022
Q2 | $5.41M | Sell |
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|
2022
Q1 | $5.5M | Sell |
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|
2021
Q4 | $6.06M | Buy |
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|
2021
Q3 | $5.43M | Sell |
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|
2021
Q2 | $5.3M | Sell |
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|
2021
Q1 | $5.27M | Sell |
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|
2020
Q4 | $5.11M | Sell |
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|
2020
Q3 | $5.33M | Sell |
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|
2020
Q2 | $4.59M | Sell |
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|
2020
Q1 | $4.22M | Sell |
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|
2019
Q4 | $5.07M | Sell |
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|
2019
Q3 | $5.73M | Sell |
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|
2019
Q2 | $5.73M | Buy |
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