Wealth Enhancement & Preservation of GA’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $692K | Buy |
|
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|
2022
Q4 | $597K | Buy |
|
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|
2022
Q3 | $387K | Sell |
|
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|
2022
Q2 | $1.15M | Sell |
|
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|
2022
Q1 | $1.33M | Buy |
|
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|
2021
Q4 | $1.37M | Buy |
|
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|
2021
Q3 | $1.22M | Buy |
|
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|
2021
Q2 | $1.09M | Buy |
|
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|
2021
Q1 | $1.05M | Buy |
|
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|
2020
Q4 | $959K | Buy |
|
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|
2020
Q3 | $797K | Buy |
|
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|
2020
Q2 | $489K | Sell |
|
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|
2020
Q1 | $595K | Sell |
|
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|
2019
Q4 | $1.48M | Buy |
|