Traphagen Investment Advisors’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 | $421K | Sell |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
|