Wealth Advisors of Iowa’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 | $238K | Hold |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $200K | Buy |
|