Wescott Financial Advisory Group’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	$372K	Buy	1,274 +8	+0.6%	+$2.34K	0.04%	133
2025 Q1	$396K	Buy	1,266 +17	+1%	+$5.31K	0.04%	124
2024 Q4	$362K	Sell	1,249 -16	-1%	-$4.64K	0.04%	130
2024 Q3	$385K	Buy	1,265 +37	+3%	+$11.3K	0.04%	136
2024 Q2	$313K	Buy	+1,228	New	+$313K	0.04%	140