SS&H 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 | $605K | Hold |
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|
2025
Q2 | $581K | Sell |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $799K | Sell |
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|
2024
Q3 | $869K | Buy |
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|
2024
Q2 | $650K | Hold |
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|
2024
Q1 | $719K | Hold |
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|
2023
Q4 | $757K | Hold |
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|
2023
Q3 | $673K | Buy |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $504K | Hold |
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|
2022
Q1 | $504K | Buy |
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