AWE
Avidian Wealth Enterprises’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
6,976
+718
| +11% | +$210K | 0.08% | 128 |
|
|
2025
Q1 | $1.95M | Sell |
6,258
-634
| -9% | -$198K | 0.09% | 128 |
|
|
2024
Q4 | $2M | Buy |
6,892
+85
| +1% | +$24.6K | 0.09% | 122 |
|
|
2024
Q3 | $2.07M | Sell |
6,807
-263
| -4% | -$80.1K | 0.09% | 113 |
|
|
2024
Q2 | $1.8M | Buy |
7,070
+636
| +10% | +$162K | 0.07% | 120 |
|
|
2024
Q1 | $1.81M | Buy |
6,434
+2,758
| +75% | +$778K | 0.09% | 117 |
|
|
2023
Q4 | $1.09M | Sell |
3,676
-2,886
| -44% | -$856K | 0.07% | 158 |
|
|
2023
Q3 | $1.73M | Sell |
6,562
-962
| -13% | -$253K | 0.12% | 107 |
|
|
2023
Q2 | $2.25M | Sell |
7,524
-4,454
| -37% | -$1.33M | 0.15% | 105 |
|
|
2023
Q1 | $3.35M | Buy |
11,978
+2,731
| +30% | +$764K | 0.18% | 105 |
|
|
2022
Q4 | $2.44M | Buy |
9,247
+935
| +11% | +$246K | 0.16% | 108 |
|
|
2022
Q3 | $1.92M | Sell |
8,312
-111
| -1% | -$25.6K | 0.14% | 102 |
|
|
2022
Q2 | $2.08M | Buy |
8,423
+1,618
| +24% | +$399K | 0.15% | 105 |
|
|
2022
Q1 | $1.68M | Buy |
6,805
+224
| +3% | +$55.4K | 0.1% | 128 |
|
|
2021
Q4 | $1.76M | Buy |
6,581
+513
| +8% | +$138K | 0.11% | 124 |
|
|
2021
Q3 | $1.46M | Buy |
6,068
+427
| +8% | +$103K | 0.11% | 102 |
|
|
2021
Q2 | $1.3M | Buy |
5,641
+876
| +18% | +$202K | 0.1% | 111 |
|
|
2021
Q1 | $1.07M | Buy |
4,765
+222
| +5% | +$49.8K | 0.09% | 120 |
|
|
2020
Q4 | $975K | Sell |
4,543
-581
| -11% | -$125K | 0.09% | 114 |
|
|
2020
Q3 | $1.13M | Buy |
5,124
+264
| +5% | +$58K | 0.13% | 97 |
|
|
2020
Q2 | $896K | Sell |
4,860
-609
| -11% | -$112K | 0.12% | 98 |
|
|
2020
Q1 | $904K | Sell |
5,469
-62
| -1% | -$10.2K | 0.15% | 78 |
|
|
2019
Q4 | $1.09M | Buy |
5,531
+1,837
| +50% | +$363K | 0.16% | 62 |
|
|
2019
Q3 | $793K | Buy |
3,694
+1,496
| +68% | +$321K | 0.13% | 67 |
|
|
2019
Q2 | $456K | Sell |
2,198
-262
| -11% | -$54.4K | 0.11% | 73 |
|
|
2019
Q1 | $467K | Buy |
2,460
+513
| +26% | +$97.4K | 0.1% | 72 |
|
|
2018
Q4 | $346K | Buy |
1,947
+156
| +9% | +$27.7K | 0.12% | 55 |
|
|
2018
Q3 | $300K | Buy |
1,791
+32
| +2% | +$5.36K | 0.09% | 81 |
|
|
2018
Q2 | $276K | Buy |
1,759
+8
| +0.5% | +$1.26K | 0.09% | 77 |
|
|
2018
Q1 | $274K | Buy |
1,751
+8
| +0.5% | +$1.25K | 0.09% | 79 |
|
|
2017
Q4 | $300 | Buy |
1,743
+7
| +0.4% | +$1 | 0.08% | 78 |
|
|
2017
Q3 | $272K | Sell |
1,736
-36
| -2% | -$5.64K | 0.1% | 67 |
|
|
2017
Q2 | $271K | Buy |
1,772
+51
| +3% | +$7.8K | 0.11% | 65 |
|
|
2017
Q1 | $223K | Buy |
+1,721
| New | +$223K | 0.09% | 75 |
|