Summit Wealth & Retirement Planning’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 | $250K | Buy |
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|
2025
Q2 | $240K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $2.73M | Sell |
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|
2020
Q2 | $2.3M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $2.48M | Buy |
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|
2019
Q3 | $2.68M | Sell |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $2.41M | Hold |
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|
2018
Q4 | $2.25M | Buy |
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