Wells Trecaso Financial Group’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 | – | Sell |
|
|||||
|
2025
Q1 | $201K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $216K | Buy |
|
|||||
|
2022
Q4 | $203K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $205K | Sell |
|
|||||
|
2021
Q4 | $225K | Hold |
|
|||||
|
2021
Q3 | $203K | Sell |
|
|||||
|
2021
Q2 | $206K | Sell |
|
|||||
|
2021
Q1 | $224K | Hold |
|
|||||
|
2020
Q4 | $215K | Hold |
|
|||||
|
2020
Q3 | $220K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $203K | Sell |
|
|||||
|
2017
Q4 | $331K | Buy |
|