CWM
Cedar Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35K | Buy |
+22
| New | +$6.35K | ﹤0.01% | 179 |
|
|
2024
Q2 | – | Sell |
-78
| Closed | -$22K | – | 329 |
|
|
2024
Q1 | $22K | Buy |
78
+11
| +16% | +$3.1K | 0.01% | 208 |
|
|
2023
Q4 | $19.9K | Hold |
67
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $17.7K | Hold |
67
| – | – | 0.01% | 207 |
|
|
2023
Q2 | $20K | Hold |
67
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $18.7K | Hold |
67
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $17.7K | Hold |
67
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $15K | Hold |
67
| – | – | 0.01% | 229 |
|
|
2022
Q2 | $17K | Hold |
67
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $17K | Hold |
67
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $18K | Buy |
+67
| New | +$18K | 0.01% | 258 |
|
|
2018
Q3 | – | Sell |
-43
| Closed | -$7K | – | 207 |
|
|
2018
Q2 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 140 |
|