Westbourne Investment Advisors’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 | $842K | Hold |
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|
2025
Q1 | $900K | Sell |
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|
2024
Q4 | $844K | Buy |
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|
2024
Q3 | $877K | Hold |
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|
2024
Q2 | $734K | Hold |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $884K | Hold |
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|
2023
Q3 | $785K | Hold |
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|
2023
Q2 | $890K | Hold |
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|
2023
Q1 | $834K | Hold |
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|
2022
Q4 | $786K | Hold |
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|
2022
Q3 | $688K | Hold |
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|
2022
Q2 | $736K | Hold |
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|
2022
Q1 | $737K | Hold |
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|
2021
Q4 | $799K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $480K | Buy |
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|
2015
Q2 | $240K | Buy |
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