CWA
Canvas Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,531
+956
| +37% | +$286K | 0.21% | 66 |
|
|
2025
Q1 | $822K | Buy |
2,575
+191
| +8% | +$60.9K | 0.21% | 74 |
|
|
2024
Q4 | $691K | Sell |
2,384
-2
| -0.1% | -$580 | 0.17% | 80 |
|
|
2024
Q3 | $726K | Buy |
2,386
+570
| +31% | +$174K | 0.2% | 70 |
|
|
2024
Q2 | $484K | Buy |
1,816
+387
| +27% | +$103K | 0.15% | 81 |
|
|
2024
Q1 | $386K | Sell |
1,429
-16
| -1% | -$4.32K | 0.13% | 90 |
|
|
2023
Q4 | $424K | Buy |
1,445
+10
| +0.7% | +$2.93K | 0.15% | 77 |
|
|
2023
Q3 | $370K | Sell |
1,435
-396
| -22% | -$102K | 0.15% | 82 |
|
|
2023
Q2 | $541K | Buy |
1,831
+28
| +2% | +$8.27K | 0.2% | 65 |
|
|
2023
Q1 | $532K | Buy |
1,803
+276
| +18% | +$81.4K | 0.22% | 67 |
|
|
2022
Q4 | $406K | Buy |
1,527
+82
| +6% | +$21.8K | 0.17% | 90 |
|
|
2022
Q3 | $371K | Buy |
1,445
+201
| +16% | +$51.6K | 0.16% | 84 |
|
|
2022
Q2 | $307K | Sell |
1,244
-141
| -10% | -$34.8K | 0.12% | 97 |
|
|
2022
Q1 | $340K | Buy |
1,385
+41
| +3% | +$10.1K | 0.12% | 112 |
|
|
2021
Q4 | $360K | Buy |
1,344
+52
| +4% | +$13.9K | 0.13% | 105 |
|
|
2021
Q3 | $312K | Buy |
1,292
+9
| +0.7% | +$2.17K | 0.13% | 97 |
|
|
2021
Q2 | $296K | Buy |
1,283
+193
| +18% | +$44.5K | 0.13% | 96 |
|
|
2021
Q1 | $252K | Buy |
+1,090
| New | +$252K | 0.15% | 94 |
|