BWA
Blodgett Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Hold |
2,733
| – | – | 0.63% | 26 |
|
|
2025
Q1 | $854K | Sell |
2,733
-50
| -2% | -$15.6K | 0.73% | 26 |
|
|
2024
Q4 | $807K | Sell |
2,783
-50
| -2% | -$14.5K | 0.63% | 25 |
|
|
2024
Q3 | $863K | Sell |
2,833
-199
| -7% | -$60.6K | 0.73% | 23 |
|
|
2024
Q2 | $773K | Sell |
3,032
-300
| -9% | -$76.5K | 0.65% | 21 |
|
|
2024
Q1 | $939K | Buy |
3,332
+37
| +1% | +$10.4K | 0.85% | 23 |
|
|
2023
Q4 | $977K | Sell |
3,295
-1,500
| -31% | -$445K | 1% | 20 |
|
|
2023
Q3 | $1.26M | Sell |
4,795
-100
| -2% | -$26.3K | 1.39% | 19 |
|
|
2023
Q2 | $1.46M | Hold |
4,895
| – | – | 1.51% | 17 |
|
|
2023
Q1 | $1.37M | Buy |
4,895
+11
| +0.2% | +$3.08K | 1.58% | 17 |
|
|
2022
Q4 | $1.29M | Hold |
4,884
| – | – | 1.56% | 19 |
|
|
2022
Q3 | $1.13M | Sell |
4,884
-38
| -0.8% | -$8.77K | 1.35% | 22 |
|
|
2022
Q2 | $1.22M | Sell |
4,922
-2
| -0% | -$494 | 1.33% | 20 |
|
|
2022
Q1 | $1.22M | Hold |
4,924
| – | – | 1.01% | 26 |
|
|
2021
Q4 | $1.32M | Buy |
+4,924
| New | +$1.32M | 1.02% | 24 |
|