Wealth Effects’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 | – | Sell |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $257K | Sell |
|
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|
2024
Q3 | $404K | Hold |
|
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|
2024
Q2 | $338K | Sell |
|
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|
2024
Q1 | $379K | Sell |
|
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|
2023
Q4 | $406K | Buy |
|
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $351K | Buy |
|