AWA
Aletheian Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
876
-26
| -3% | -$7.6K | 0.13% | 80 |
|
|
2025
Q1 | $282K | Buy |
+902
| New | +$282K | 0.16% | 73 |
|
|
2024
Q3 | – | Sell |
-3,553
| Closed | -$905K | – | 89 |
|
|
2024
Q2 | $905K | Buy |
3,553
+122
| +4% | +$31.1K | 0.48% | 51 |
|
|
2024
Q1 | $967K | Buy |
3,431
+1,051
| +44% | +$296K | 0.52% | 45 |
|
|
2023
Q4 | $706K | Sell |
2,380
-9
| -0.4% | -$2.67K | 0.47% | 51 |
|
|
2023
Q3 | $629K | Sell |
2,389
-188
| -7% | -$49.5K | 0.48% | 51 |
|
|
2023
Q2 | $769K | Buy |
2,577
+441
| +21% | +$132K | 0.53% | 47 |
|
|
2023
Q1 | $597K | Buy |
2,136
+123
| +6% | +$34.4K | 0.53% | 35 |
|
|
2022
Q4 | $530K | Buy |
+2,013
| New | +$530K | 0.46% | 48 |
|