AWM
Austin Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
917
-170
| -16% | -$51K | 0.05% | 114 |
|
|
2025
Q1 | $344K | Buy |
1,087
+202
| +23% | +$63.9K | 0.07% | 92 |
|
|
2024
Q4 | $249K | Buy |
885
+119
| +16% | +$33.4K | 0.05% | 108 |
|
|
2024
Q3 | $232K | Buy |
+766
| New | +$232K | 0.05% | 111 |
|
|
2024
Q2 | – | Sell |
-776
| Closed | -$206K | – | 118 |
|
|
2024
Q1 | $206K | Sell |
776
-34
| -4% | -$9.04K | 0.05% | 112 |
|
|
2023
Q4 | $237K | Hold |
810
| – | – | 0.06% | 103 |
|
|
2023
Q3 | $229K | Buy |
+810
| New | +$229K | 0.07% | 88 |
|