AWM
Activest Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5K | Sell |
142
-128
| -47% | -$37.4K | 0.01% | 230 |
|
|
2025
Q1 | $84.3K | Buy |
270
+139
| +106% | +$43.4K | 0.02% | 147 |
|
|
2024
Q4 | $37.9K | Sell |
131
-9
| -6% | -$2.6K | 0.01% | 197 |
|
|
2024
Q3 | $42.6K | Buy |
140
+13
| +10% | +$3.96K | 0.01% | 184 |
|
|
2024
Q2 | $32.3K | Buy |
+127
| New | +$32.3K | 0.01% | 209 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 440 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 438 |
|
|
2022
Q1 | – | Sell |
-191
| Closed | -$51K | – | 357 |
|
|
2021
Q4 | $51K | Sell |
191
-420
| -69% | -$112K | 0.03% | 107 |
|
|
2021
Q3 | $147K | Buy |
611
+349
| +133% | +$84K | 0.1% | 58 |
|
|
2021
Q2 | $61K | Sell |
262
-358
| -58% | -$83.4K | 0.05% | 92 |
|
|
2021
Q1 | $139K | Buy |
+620
| New | +$139K | 0.11% | 57 |
|