Walled Lake Planning & Wealth Management’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 | $436K | Buy |
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|
2025
Q1 | $466K | Sell |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $492K | Hold |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $278K | Buy |
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