AWM
Axxcess Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
25,052
-382
| -2% | -$112K | 0.17% | 111 |
|
|
2025
Q1 | $7.94M | Sell |
25,434
-1,212
| -5% | -$379K | 0.21% | 87 |
|
|
2024
Q4 | $7.72M | Buy |
26,646
+169
| +0.6% | +$49K | 0.19% | 94 |
|
|
2024
Q3 | $8.06M | Buy |
26,477
+885
| +3% | +$269K | 0.2% | 89 |
|
|
2024
Q2 | $6.52M | Sell |
25,592
-2,110
| -8% | -$538K | 0.17% | 105 |
|
|
2024
Q1 | $7.81M | Buy |
27,702
+2,100
| +8% | +$592K | 0.21% | 87 |
|
|
2023
Q4 | $7.59M | Buy |
25,602
+2,450
| +11% | +$726K | 0.22% | 90 |
|
|
2023
Q3 | $6.1M | Buy |
23,152
+5,994
| +35% | +$1.58M | 0.21% | 96 |
|
|
2023
Q2 | $5.12M | Buy |
17,158
+314
| +2% | +$93.7K | 0.37% | 65 |
|
|
2023
Q1 | $4.71M | Buy |
16,844
+727
| +5% | +$203K | 0.36% | 64 |
|
|
2022
Q4 | $4.25M | Buy |
16,117
+4,243
| +36% | +$1.12M | 0.35% | 62 |
|
|
2022
Q3 | $2.74M | Buy |
11,874
+866
| +8% | +$200K | 0.26% | 81 |
|
|
2022
Q2 | $2.72M | Buy |
11,008
+1,020
| +10% | +$252K | 0.25% | 82 |
|
|
2022
Q1 | $2.45M | Buy |
9,988
+594
| +6% | +$145K | 0.19% | 101 |
|
|
2021
Q4 | $2.52M | Buy |
+9,394
| New | +$2.52M | 0.18% | 96 |
|