Summit Financial Strategies’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 | $495K | Hold |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $448K | Hold |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $548K | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $358K | Sell |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $357K | Hold |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $277K | Hold |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $244K | Hold |
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|
2017
Q4 | $268K | Hold |
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|
2017
Q3 | $244K | Hold |
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|
2017
Q2 | $239K | Hold |
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|
2017
Q1 | $202K | Buy |
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