Whipplewood Advisors’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	$1.39M	Sell	4,763 -34	-0.7%	-$9.93K	0.76%	28
2025 Q1	$1.49M	Hold	4,797	–	–	0.88%	27
2024 Q4	$1.39M	Buy	+4,797	New	+$1.39M	0.79%	29