Summit Wealth Partners’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 | $212K | Sell |
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|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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