TruWealth 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 | $2.3M | Buy |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.2M | Buy |
|
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.74M | Buy |
|
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $789K | Buy |
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|
2021
Q4 | $792K | Buy |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $792K | Sell |
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|
2021
Q1 | $776K | Buy |
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|
2020
Q4 | $604K | Buy |
|