Wealthedge Investment Advisors’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
1,345
-9
-0.7% -$2.63K 0.16% 110
2025
Q1
$423K Sell
1,354
-76
-5% -$23.7K 0.19% 104
2024
Q4
$415K Buy
+1,430
New +$415K 0.19% 104