AWA
Alaska Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
1,352
+124
| +10% | +$36.2K | 0.06% | 51 |
|
|
2025
Q1 | $384K | Buy |
1,228
+3
| +0.2% | +$937 | 0.06% | 50 |
|
|
2024
Q4 | $355K | Sell |
1,225
-13
| -1% | -$3.77K | 0.06% | 48 |
|
|
2024
Q3 | $377K | Buy |
1,238
+13
| +1% | +$3.96K | 0.06% | 53 |
|
|
2024
Q2 | $312K | Sell |
1,225
-15
| -1% | -$3.82K | 0.05% | 56 |
|
|
2024
Q1 | $350K | Hold |
1,240
| – | – | 0.05% | 51 |
|
|
2023
Q4 | $368K | Hold |
1,240
| – | – | 0.06% | 50 |
|
|
2023
Q3 | $327K | Sell |
1,240
-10
| -0.8% | -$2.63K | 0.05% | 50 |
|
|
2023
Q2 | $373K | Sell |
1,250
-40
| -3% | -$11.9K | 0.06% | 49 |
|
|
2023
Q1 | $361K | Hold |
1,290
| – | – | 0.06% | 43 |
|
|
2022
Q4 | $340K | Hold |
1,290
| – | – | 0.06% | 45 |
|
|
2022
Q3 | $298K | Buy |
1,290
+65
| +5% | +$15K | 0.06% | 48 |
|
|
2022
Q2 | $302K | Buy |
1,225
+25
| +2% | +$6.16K | 0.06% | 44 |
|
|
2022
Q1 | $297K | Sell |
1,200
-2
| -0.2% | -$495 | 0.05% | 43 |
|
|
2021
Q4 | $322K | Hold |
1,202
| – | – | 0.06% | 41 |
|
|
2021
Q3 | $290K | Hold |
1,202
| – | – | 0.06% | 39 |
|
|
2021
Q2 | $278K | Sell |
1,202
-412
| -26% | -$95.3K | 0.05% | 42 |
|
|
2021
Q1 | $362K | Buy |
1,614
+9
| +0.6% | +$2.02K | 0.07% | 39 |
|
|
2020
Q4 | $344K | Buy |
1,605
+1
| +0.1% | +$214 | 0.07% | 41 |
|
|
2020
Q3 | $352K | Hold |
1,604
| – | – | 0.08% | 39 |
|
|
2020
Q2 | $296K | Sell |
1,604
-25
| -2% | -$4.61K | 0.07% | 45 |
|
|
2020
Q1 | $269K | Sell |
1,629
-983
| -38% | -$162K | 0.07% | 46 |
|
|
2019
Q4 | $516K | Buy |
+2,612
| New | +$516K | 0.08% | 43 |
|
|
2019
Q3 | – | Sell |
-2,535
| Closed | -$481K | – | 44 |
|
|
2019
Q2 | $481K | Hold |
2,535
| – | – | 0.05% | 43 |
|
|
2019
Q1 | $481K | Hold |
2,535
| – | – | 0.05% | 43 |
|
|
2018
Q4 | $450K | Hold |
2,535
| – | – | 0.14% | 37 |
|
|
2018
Q3 | $424K | Buy |
2,535
+335
| +15% | +$56K | 0.13% | 33 |
|
|
2018
Q2 | $344K | Hold |
2,200
| – | – | 0.11% | 35 |
|
|
2018
Q1 | $344K | Hold |
2,200
| – | – | 0.12% | 34 |
|
|
2017
Q4 | $378K | Buy |
+2,200
| New | +$378K | 0.14% | 32 |
|