Wealthquest’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 | $710K | Sell |
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|
2025
Q1 | $785K | Sell |
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|
2024
Q4 | $753K | Buy |
|
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|
2024
Q3 | $778K | Buy |
|
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|
2024
Q2 | $653K | Buy |
|
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|
2024
Q1 | $723K | Sell |
|
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|
2023
Q4 | $780K | Sell |
|
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|
2023
Q3 | $707K | Buy |
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|
2023
Q2 | $737K | Sell |
|
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|
2023
Q1 | $718K | Sell |
|
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|
2022
Q4 | $694K | Hold |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $819K | Hold |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $664K | Sell |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $549K | Sell |
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|
2020
Q2 | $498K | Buy |
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|
2019
Q4 | $343K | Sell |
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|
2019
Q3 | $436K | Sell |
|
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|
2019
Q2 | $438K | Buy |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $285K | Buy |
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