Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $414K | Sell |
|
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|
2023
Q3 | $404K | Sell |
|
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|
2023
Q2 | $484K | Buy |
|
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $413K | Sell |
|
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $394K | Buy |
|
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $261K | Buy |
|