BHPW
Beverly Hills Private Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
11,984
-67
| -0.6% | -$19.6K | 0.66% | 41 |
|
|
2025
Q1 | $3.76M | Sell |
12,051
-64
| -0.5% | -$20K | 0.74% | 32 |
|
|
2024
Q4 | $3.51M | Buy |
12,115
+1,159
| +11% | +$336K | 0.71% | 32 |
|
|
2024
Q3 | $3.34M | Sell |
10,956
-488
| -4% | -$149K | 0.67% | 34 |
|
|
2024
Q2 | $2.92M | Sell |
11,444
-510
| -4% | -$130K | 0.63% | 36 |
|
|
2024
Q1 | $3.37M | Buy |
11,954
+185
| +2% | +$52.2K | 0.78% | 27 |
|
|
2023
Q4 | $3.49M | Sell |
11,769
-151
| -1% | -$44.8K | 0.91% | 22 |
|
|
2023
Q3 | $3.14M | Sell |
11,920
-5,639
| -32% | -$1.49M | 0.93% | 23 |
|
|
2023
Q2 | $5.04M | Buy |
17,559
+5,595
| +47% | +$1.61M | 0.83% | 32 |
|
|
2023
Q1 | $3.35M | Buy |
11,964
+3,439
| +40% | +$962K | 1.04% | 21 |
|
|
2022
Q4 | $2.25M | Buy |
+8,525
| New | +$2.25M | 0.98% | 28 |
|