BWA
BlueChip Wealth Advisors’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $488K | Hold |
1,671
| – | – | 0.22% | 84 |
|
2025
Q1 | $522K | Sell |
1,671
-66
| -4% | -$20.6K | 0.26% | 77 |
|
2024
Q4 | $504K | Buy |
1,737
+31
| +2% | +$8.99K | 0.28% | 73 |
|
2024
Q3 | $519K | Sell |
1,706
-25
| -1% | -$7.61K | 0.27% | 74 |
|
2024
Q2 | $441K | Buy |
1,731
+60
| +4% | +$15.3K | 0.26% | 81 |
|
2024
Q1 | $471K | Hold |
1,671
| – | – | 0.3% | 62 |
|
2023
Q4 | $495K | Buy |
+1,671
| New | +$495K | 0.35% | 62 |
|