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

Wetzel Investment Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-108
Closed -$30.5K – 575
2024
Q2 		$30.5K Sell
108
-72
-40% -$20.3K 0.02% 290
2024
Q1 		$48.8K Sell
180
-24
-12% -$6.5K 0.03% 253
2023
Q4 		$60K Buy
+204
New +$60K 0.04% 230