True Wealth Design’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 | $264K | Buy |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $14.4K | Hold |
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|
2023
Q2 | $16.3K | Hold |
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|
2023
Q1 | $15.2K | Hold |
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|
2022
Q4 | $14.4K | Buy |
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