Winch Advisory Services’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 | $367K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $369K | Sell |
|
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $357K | Sell |
|
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $382K | Buy |
|
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|
2022
Q4 | $360K | Buy |
|
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $283K | Buy |
|
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $315K | Buy |
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|
2019
Q3 | $335K | Buy |
|
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $297K | Buy |
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|
2018
Q3 | $268K | Buy |
|
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|
2018
Q2 | $246K | Buy |
|
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|
2018
Q1 | $245K | Buy |
|
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|
2017
Q4 | $266K | Buy |
|
|||||
|
2017
Q3 | $235K | Sell |
|
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|
2017
Q2 | $245K | Buy |
|
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|
2017
Q1 | $206K | Sell |
|
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|
2016
Q4 | $196K | Sell |
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|
2016
Q3 | $2.31M | Buy |
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|
2016
Q2 | $260K | Buy |
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|
2016
Q1 | $200K | Sell |
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|
2015
Q4 | $205K | Buy |
|
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|
2015
Q3 | $165K | Buy |
|
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|
2015
Q2 | $149K | Sell |
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|
2015
Q1 | $158K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $147K | Buy |
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|
2014
Q2 | $155K | Sell |
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|
2014
Q1 | $636K | Buy |
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