TrueWealth 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 | $380K | Sell |
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|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $398K | Sell |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $246K | Buy |
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