Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.49M | Buy |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $771K | Sell |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $253K | Buy |
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