AWAG
ARS Wealth Advisors Group’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.14M | Sell |
7,340
-188
| -2% | -$54.9K | 0.25% | 55 |
|
2025
Q1 | $2.35M | Sell |
7,528
-212
| -3% | -$66.2K | 0.33% | 44 |
|
2024
Q4 | $2.24M | Buy |
7,740
+1,271
| +20% | +$368K | 0.31% | 45 |
|
2024
Q3 | $1.97M | Sell |
6,469
-386
| -6% | -$118K | 0.24% | 53 |
|
2024
Q2 | $1.75M | Sell |
6,855
-635
| -8% | -$162K | 0.23% | 54 |
|
2024
Q1 | $2.11M | Sell |
7,490
-196
| -3% | -$55.3K | 0.29% | 47 |
|
2023
Q4 | $2.28M | Buy |
7,686
+56
| +0.7% | +$16.6K | 0.34% | 47 |
|
2023
Q3 | $2.01M | Sell |
7,630
-449
| -6% | -$118K | 0.33% | 51 |
|
2023
Q2 | $2.41M | Buy |
8,079
+394
| +5% | +$118K | 0.38% | 51 |
|
2023
Q1 | $2.15M | Sell |
7,685
-258
| -3% | -$72.1K | 0.4% | 48 |
|
2022
Q4 | $2.09M | Sell |
7,943
-2,888
| -27% | -$761K | 0.34% | 54 |
|
2022
Q3 | $2.5M | Buy |
10,831
+32
| +0.3% | +$7.38K | 0.38% | 56 |
|
2022
Q2 | $2.67M | Buy |
10,799
+212
| +2% | +$52.3K | 0.37% | 66 |
|
2022
Q1 | $2.62M | Sell |
10,587
-992
| -9% | -$245K | 0.46% | 38 |
|
2021
Q4 | $3.1M | Sell |
11,579
-151
| -1% | -$40.5K | 0.52% | 38 |
|
2021
Q3 | $2.83M | Buy |
+11,730
| New | +$2.83M | 0.51% | 37 |
|