Willner & Heller’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
Q3 | $518K | Buy |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q4 | $492K | Buy |
|
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|
2024
Q3 | $515K | Buy |
|
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|
2024
Q2 | $416K | Buy |
|
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|
2024
Q1 | $457K | Sell |
|
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|
2023
Q4 | $502K | Buy |
|
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $380K | Buy |
|
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|
2022
Q2 | $404K | Buy |
|
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $397K | Buy |
|