Ullmann Wealth Partners Group’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 | $743K | Buy |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $458K | Buy |
|
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $203K | Buy |
|