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