Synergy Asset Management’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 | $1.34M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $699K | Hold |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $535K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.14M | Buy |
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