AEPWM
Atlantic Edge Private Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1K | Buy |
192
+8
| +4% | +$2.34K | 0.02% | 200 |
|
|
2025
Q1 | $57.5K | Hold |
184
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $53.3K | Hold |
184
| – | – | 0.02% | 194 |
|
|
2024
Q3 | $56K | Buy |
184
+54
| +42% | +$16.4K | 0.02% | 196 |
|
|
2024
Q2 | $33.1K | Hold |
130
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $36.7K | Hold |
130
| – | – | 0.01% | 211 |
|
|
2023
Q4 | $38.5K | Buy |
+130
| New | +$38.5K | 0.02% | 199 |
|