TRUE Private Wealth 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
Q2 | $477K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $695K | Buy |
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|
2024
Q1 | $758K | Sell |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $710K | Buy |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $638K | Buy |
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|
2022
Q1 | $656K | Sell |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $463K | Sell |
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|
2021
Q2 | $446K | Sell |
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|
2021
Q1 | $447K | Sell |
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|
2020
Q4 | $581K | Sell |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $481K | Buy |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $531K | Sell |
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|
2019
Q1 | $541K | Sell |
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|
2018
Q4 | $660K | Buy |
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|
2018
Q3 | $606K | Sell |
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|
2018
Q2 | $569K | Buy |
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|
2018
Q1 | $395K | Hold |
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|
2017
Q4 | $434K | Buy |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $211K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $207K | Buy |
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