Watershed 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
Q3 | $247K | Sell |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $237K | Hold |
|
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $264K | Buy |
|