Transform Wealth’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
Q1 | $437K | Sell |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $228K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $232K | Hold |
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|
2018
Q3 | $218K | Sell |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $478K | Sell |
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|
2017
Q4 | $543K | Hold |
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|
2017
Q3 | $494K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $410K | Sell |
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|
2016
Q4 | $394K | Sell |
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|
2016
Q3 | $385K | Sell |
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|
2016
Q2 | $426K | Buy |
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