AWM
Allen Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
1,047
| – | – | 0.21% | 47 |
|
|
2025
Q1 | $327K | Hold |
1,047
| – | – | 0.23% | 45 |
|
|
2024
Q4 | $304K | Hold |
1,047
| – | – | 0.22% | 48 |
|
|
2024
Q3 | $319K | Hold |
1,047
| – | – | 0.22% | 49 |
|
|
2024
Q2 | $267K | Buy |
1,047
+100
| +11% | +$25.5K | 0.24% | 51 |
|
|
2024
Q1 | $267K | Hold |
947
| – | – | 0.24% | 54 |
|
|
2023
Q4 | $281K | Buy |
+947
| New | +$281K | 0.28% | 44 |
|