Waldron Private Wealth’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 | $2.06M | Sell |
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2025
Q1 | $2.3M | Sell |
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2024
Q4 | $3.62M | Buy |
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2024
Q3 | $3.66M | Buy |
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2024
Q2 | $3.03M | Sell |
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2024
Q1 | $3.41M | Buy |
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2023
Q4 | $3.51M | Sell |
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2023
Q3 | $3.2M | Sell |
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2023
Q2 | $3.67M | Sell |
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2023
Q1 | $4.44M | Buy |
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2022
Q4 | $3.46M | Hold |
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2022
Q3 | $3.46M | Sell |
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2022
Q2 | $3.74M | Buy |
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2022
Q1 | $3.57M | Buy |
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2021
Q4 | $3.83M | Buy |
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2021
Q3 | $2.5M | Buy |
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2021
Q2 | $1.94M | Buy |
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2021
Q1 | $1.84M | Sell |
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2020
Q4 | $1.77M | Buy |
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2020
Q3 | $1.8M | Buy |
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2020
Q2 | $1.42M | Buy |
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2020
Q1 | $1.23M | Sell |
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2019
Q4 | $2.1M | Sell |
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2019
Q3 | $2.29M | Buy |
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2019
Q2 | $1.35M | Sell |
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2019
Q1 | $1.34M | Buy |
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2018
Q4 | $903K | Buy |
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2018
Q3 | $239K | Buy |
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2017
Q2 | – | Sell |
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2017
Q1 | $260K | Buy |
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2016
Q3 | – | Sell |
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2016
Q2 | $271K | Buy |
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