TriaGen Wealth 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
Q3 | $4.38M | Sell |
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|
2025
Q2 | $4.26M | Buy |
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|
2025
Q1 | $4.51M | Buy |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $440K | Hold |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $412K | Buy |
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