Accel Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
1,097
-12
| -1% | -$3.51K | 0.11% | 190 |
|
|
2025
Q1 | $346K | Buy |
1,109
+12
| +1% | +$3.75K | 0.13% | 168 |
|
|
2024
Q4 | $318K | Buy |
1,097
+12
| +1% | +$3.48K | 0.12% | 177 |
|
|
2024
Q3 | $330K | Buy |
1,085
+238
| +28% | +$72.5K | 0.12% | 176 |
|
|
2024
Q2 | $216K | Buy |
847
+57
| +7% | +$14.5K | 0.09% | 216 |
|
|
2024
Q1 | $223K | Hold |
790
| – | – | 0.09% | 196 |
|
|
2023
Q4 | $234K | Buy |
+790
| New | +$234K | 0.12% | 166 |
|
|
2023
Q3 | – | Sell |
-727
| Closed | -$217K | – | 175 |
|
|
2023
Q2 | $217K | Sell |
727
-167
| -19% | -$49.8K | 0.12% | 155 |
|
|
2023
Q1 | $250K | Buy |
894
+1
| +0.1% | +$280 | 0.1% | 185 |
|
|
2022
Q4 | $235K | Buy |
893
+45
| +5% | +$11.9K | 0.11% | 145 |
|
|
2022
Q3 | $202K | Buy |
848
+1
| +0.1% | +$238 | 0.11% | 159 |
|
|
2022
Q2 | $216K | Hold |
847
| – | – | 0.12% | 140 |
|
|
2022
Q1 | $211K | Buy |
847
+1
| +0.1% | +$249 | 0.11% | 146 |
|
|
2021
Q4 | $227K | Buy |
846
+1
| +0.1% | +$268 | 0.11% | 152 |
|
|
2021
Q3 | $204K | Buy |
845
+1
| +0.1% | +$241 | 0.13% | 129 |
|
|
2021
Q2 | $195K | Sell |
844
-99
| -10% | -$22.9K | 0.13% | 150 |
|
|
2021
Q1 | $212K | Buy |
943
+1
| +0.1% | +$225 | 0.17% | 126 |
|
|
2020
Q4 | $202K | Buy |
+942
| New | +$202K | 0.19% | 120 |
|