BWS
Buck Wealth Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+777
| New | +$227K | 0.03% | 146 |
|
|
2025
Q1 | – | Sell |
-2,641
| Closed | -$766K | – | 130 |
|
|
2024
Q4 | $766K | Buy |
2,641
+1,077
| +69% | +$312K | 0.16% | 58 |
|
|
2024
Q3 | $476K | Sell |
1,564
-824
| -35% | -$251K | 0.15% | 53 |
|
|
2024
Q2 | $608K | Sell |
2,388
-21,153
| -90% | -$5.39M | 0.18% | 58 |
|
|
2024
Q1 | $6.64M | Buy |
23,541
+21,478
| +1,041% | +$6.06M | 2.28% | 16 |
|
|
2023
Q4 | $612K | Buy |
2,063
+65
| +3% | +$19.3K | 0.23% | 42 |
|
|
2023
Q3 | $526K | Buy |
1,998
+1,776
| +800% | +$468K | 0.21% | 55 |
|
|
2023
Q2 | $66.2K | Buy |
222
+208
| +1,486% | +$62.1K | 0.03% | 63 |
|
|
2023
Q1 | $3.92K | Buy |
+14
| New | +$3.92K | ﹤0.01% | 140 |
|