AWM

AllSquare Wealth Management’s McDonald's MCD Stock Holding History

AllSquare Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$50.5K	Hold	173	–	–	0.03%	223
2025 Q1	$54K	Hold	173	–	–	0.03%	206
2024 Q4	$50.2K	Hold	173	–	–	0.03%	211
2024 Q3	$52.7K	Hold	173	–	–	0.03%	211
2024 Q2	$44.1K	Sell	173 -20	-10%	-$5.1K	0.03%	217
2024 Q1	$54.4K	Hold	193	–	–	0.03%	205
2023 Q4	$57.2K	Hold	193	–	–	0.04%	197
2023 Q3	$50.8K	Sell	193 -1	-0.5%	-$263	0.03%	191
2023 Q2	$55.3K	Hold	194	–	–	0.04%	192
2023 Q1	$54.2K	Hold	194	–	–	0.04%	200
2022 Q4	$51.1K	Hold	194	–	–	0.04%	196
2022 Q3	$45K	Hold	194	–	–	0.03%	199
2022 Q2	$48K	Sell	194 -112	-37%	-$27.7K	0.03%	200
2022 Q1	$76K	Buy	306 +1	+0.3%	+$248	0.05%	173
2021 Q4	$82K	Sell	305 -83	-21%	-$22.3K	0.05%	173
2021 Q3	$94K	Hold	388	–	–	0.06%	150
2021 Q2	$90K	Hold	388	–	–	0.05%	171
2021 Q1	$87K	Buy	388 +15	+4%	+$3.36K	0.05%	163
2020 Q4	$80K	Hold	373	–	–	0.05%	160
2020 Q3	$82K	Hold	373	–	–	0.06%	141
2020 Q2	$69K	Hold	373	–	–	0.05%	150
2020 Q1	$62K	Sell	373 -33	-8%	-$5.49K	0.05%	145
2019 Q4	$80K	Hold	406	–	–	0.06%	143
2019 Q3	$87K	Buy	406 +150	+59%	+$32.1K	0.06%	137
2019 Q2	$53K	Hold	256	–	–	0.04%	181
2019 Q1	$49K	Hold	256	–	–	0.04%	184
2018 Q4	$45K	Hold	256	–	–	0.04%	174
2018 Q3	$43K	Hold	256	–	–	0.03%	191
2018 Q2	$40K	Buy	256 +73	+40%	+$11.4K	0.03%	195
2018 Q1	$29K	Hold	183	–	–	0.02%	211
2017 Q4	$31K	Hold	183	–	–	0.02%	196
2017 Q3	$29K	Buy	183 +100	+120%	+$15.8K	0.02%	198
2017 Q2	$13K	Hold	83	–	–	0.01%	127
2017 Q1	$11K	Hold	83	–	–	0.01%	253
2016 Q4	$10K	Sell	83 -42	-34%	-$5.06K	0.01%	231
2016 Q3	$14K	Hold	125	–	–	0.01%	203
2016 Q2	$15K	Sell	125 -102	-45%	-$12.2K	0.01%	190
2016 Q1	$29K	Hold	227	–	–	0.03%	149
2015 Q4	$27K	Sell	227 -82	-27%	-$9.75K	0.03%	149
2015 Q3	$30K	Hold	309	–	–	0.03%	141
2015 Q2	$29K	Buy	309 +60	+24%	+$5.63K	0.03%	151
2015 Q1	$24K	Hold	249	–	–	0.02%	158
2014 Q4	$23K	Buy	+249	New	+$23K	0.02%	165