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TritonPoint Wealth’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.02M Sell
10,328
-4
-0% -$1.17K 0.28% 88
2025
Q1
$3.23M Buy
10,332
+49
+0.5% +$15.3K 0.31% 85
2024
Q4
$2.98M Sell
10,283
-58
-0.6% -$16.8K 0.27% 91
2024
Q3
$3.14M Buy
10,341
+13
+0.1% +$3.95K 0.29% 89
2024
Q2
$2.63M Sell
10,328
-275
-3% -$70.1K 0.25% 92
2024
Q1
$3.15M Sell
10,603
-4,846
-31% -$1.44M 0.33% 76
2023
Q4
$4.58M Buy
+15,449
New +$4.58M 0.45% 62