AWM
Accurate Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
7,135
+989
| +16% | +$295K | 0.33% | 80 |
|
|
2025
Q1 | $1.9M | Buy |
6,146
+302
| +5% | +$93.5K | 0.36% | 71 |
|
|
2024
Q4 | $1.65M | Buy |
5,844
+266
| +5% | +$75.2K | 0.32% | 77 |
|
|
2024
Q3 | $1.75M | Sell |
5,578
-127
| -2% | -$39.8K | 0.35% | 73 |
|
|
2024
Q2 | $1.44M | Buy |
5,705
+1,192
| +26% | +$300K | 0.34% | 76 |
|
|
2024
Q1 | $1.23M | Sell |
4,513
-8,619
| -66% | -$2.34M | 0.36% | 72 |
|
|
2023
Q4 | $3.86M | Buy |
13,132
+7,523
| +134% | +$2.21M | 1.2% | 18 |
|
|
2023
Q3 | $1.41M | Sell |
5,609
-8,057
| -59% | -$2.02M | 0.44% | 63 |
|
|
2023
Q2 | $4.03M | Buy |
13,666
+9,414
| +221% | +$2.78M | 1.26% | 14 |
|
|
2023
Q1 | $1.21M | Buy |
4,252
+405
| +11% | +$115K | 0.42% | 69 |
|
|
2022
Q4 | $1.03M | Buy |
3,847
+296
| +8% | +$79.6K | 0.38% | 60 |
|
|
2022
Q3 | $872K | Buy |
3,551
+430
| +14% | +$106K | 0.36% | 59 |
|
|
2022
Q2 | $778K | Sell |
3,121
-5,689
| -65% | -$1.42M | 0.42% | 50 |
|
|
2022
Q1 | $2.18M | Buy |
8,810
+4,889
| +125% | +$1.21M | 0.98% | 16 |
|
|
2021
Q4 | $1M | Buy |
3,921
+300
| +8% | +$76.6K | 0.82% | 24 |
|
|
2021
Q3 | $873K | Buy |
3,621
+1,598
| +79% | +$385K | 0.76% | 31 |
|
|
2021
Q2 | $467K | Buy |
+2,023
| New | +$467K | 0.41% | 62 |
|