CWM
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Centricity Wealth Management’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$164K Buy
561
+1
+0.2% +$292 0.13% 85
2025
Q1
$175K Sell
560
-49
-8% -$15.3K 0.16% 77
2024
Q4
$177K Buy
+609
New +$177K 0.16% 80