WMG Financial 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	$222K	Sell	759 -8	-1%	-$2.34K	0.08%	172
2025 Q1	$240K	Buy	767 +12	+2%	+$3.75K	0.1%	145
2024 Q4	$219K	Buy	755 +31	+4%	+$8.99K	0.09%	150
2024 Q3	$220K	Buy	+724	New	+$220K	0.1%	153