CTWM
Cherry Tree Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
1,071
-13
| -1% | -$3.8K | 0.07% | 124 |
|
|
2025
Q1 | $339K | Buy |
1,084
+13
| +1% | +$4.06K | 0.08% | 120 |
|
|
2024
Q4 | $310K | Hold |
1,071
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $326K | Hold |
1,071
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $273K | Sell |
1,071
-10
| -0.9% | -$2.55K | 0.07% | 140 |
|
|
2024
Q1 | $305K | Buy |
1,081
+78
| +8% | +$22K | 0.08% | 133 |
|
|
2023
Q4 | $297K | Hold |
1,003
| – | – | 0.08% | 129 |
|
|
2023
Q3 | $264K | Hold |
1,003
| – | – | 0.08% | 127 |
|
|
2023
Q2 | $299K | Buy |
+1,003
| New | +$299K | 0.09% | 118 |
|