AWM
Affinity Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
1,739
+10
| +0.6% | +$2.92K | 0.08% | 59 |
|
|
2025
Q1 | $540K | Buy |
1,729
+30
| +2% | +$9.37K | 0.1% | 54 |
|
|
2024
Q4 | $493K | Hold |
1,699
| – | – | 0.09% | 58 |
|
|
2024
Q3 | $517K | Buy |
1,699
+44
| +3% | +$13.4K | 0.09% | 61 |
|
|
2024
Q2 | $422K | Buy |
1,655
+33
| +2% | +$8.41K | 0.08% | 63 |
|
|
2024
Q1 | $457K | Buy |
1,622
+7
| +0.4% | +$1.97K | 0.08% | 62 |
|
|
2023
Q4 | $479K | Hold |
1,615
| – | – | 0.1% | 59 |
|
|
2023
Q3 | $425K | Hold |
1,615
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $482K | Buy |
1,615
+1
| +0.1% | +$298 | 0.11% | 61 |
|
|
2023
Q1 | $451K | Buy |
1,614
+75
| +5% | +$21K | 0.11% | 69 |
|
|
2022
Q4 | $406K | Buy |
1,539
+34
| +2% | +$8.96K | 0.1% | 62 |
|
|
2022
Q3 | $347K | Buy |
1,505
+15
| +1% | +$3.46K | 0.09% | 66 |
|
|
2022
Q2 | $379K | Buy |
1,490
+19
| +1% | +$4.83K | 0.09% | 67 |
|
|
2022
Q1 | $373K | Buy |
+1,471
| New | +$373K | 0.08% | 67 |
|
|
2020
Q1 | – | Sell |
-1,122
| Closed | -$222K | – | 81 |
|
|
2019
Q4 | $222K | Sell |
1,122
-301
| -21% | -$59.6K | 0.08% | 94 |
|
|
2019
Q3 | $306K | Buy |
+1,423
| New | +$306K | 0.12% | 72 |
|