AWAU
Alliance Wealth Advisors (Utah)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
12,597
+313
| +3% | +$91.5K | 0.88% | 32 |
|
|
2025
Q1 | $3.84M | Sell |
12,284
-192
| -2% | -$60K | 1% | 28 |
|
|
2024
Q4 | $3.62M | Buy |
12,476
+431
| +4% | +$125K | 0.93% | 28 |
|
|
2024
Q3 | $3.67M | Buy |
12,045
+724
| +6% | +$220K | 0.96% | 29 |
|
|
2024
Q2 | $2.89M | Buy |
11,321
+573
| +5% | +$146K | 0.85% | 38 |
|
|
2024
Q1 | $3.03M | Buy |
10,748
+755
| +8% | +$213K | 0.9% | 35 |
|
|
2023
Q4 | $2.96M | Buy |
9,993
+99
| +1% | +$29.4K | 1% | 27 |
|
|
2023
Q3 | $2.61M | Buy |
9,894
+548
| +6% | +$144K | 0.97% | 29 |
|
|
2023
Q2 | $2.79M | Buy |
9,346
+137
| +1% | +$40.9K | 1.04% | 23 |
|
|
2023
Q1 | $2.58M | Buy |
9,209
+328
| +4% | +$91.7K | 1.04% | 23 |
|
|
2022
Q4 | $2.34M | Buy |
+8,881
| New | +$2.34M | 1.05% | 26 |
|