CWA
Clearview Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
1,708
-8
| -0.5% | -$2.34K | 0.35% | 55 |
|
|
2025
Q1 | $536K | Sell |
1,716
-52
| -3% | -$16.2K | 0.4% | 50 |
|
|
2024
Q4 | $512K | Sell |
1,768
-12
| -0.7% | -$3.48K | 0.39% | 48 |
|
|
2024
Q3 | $542K | Sell |
1,780
-49
| -3% | -$14.9K | 0.42% | 48 |
|
|
2024
Q2 | $466K | Sell |
1,829
-82
| -4% | -$20.9K | 0.41% | 50 |
|
|
2024
Q1 | $539K | Sell |
1,911
-82
| -4% | -$23.1K | 0.55% | 43 |
|
|
2023
Q4 | $591K | Buy |
1,993
+2
| +0.1% | +$593 | 0.69% | 48 |
|
|
2023
Q3 | $524K | Sell |
1,991
-56
| -3% | -$14.8K | 0.65% | 58 |
|
|
2023
Q2 | $611K | Sell |
2,047
-16
| -0.8% | -$4.77K | 0.62% | 48 |
|
|
2023
Q1 | $577K | Sell |
2,063
-757
| -27% | -$212K | 0.58% | 51 |
|
|
2022
Q4 | $743K | Buy |
2,820
+1
| +0% | +$264 | 0.57% | 42 |
|
|
2022
Q3 | $651K | Buy |
2,819
+37
| +1% | +$8.55K | 0.52% | 35 |
|
|
2022
Q2 | $687K | Buy |
2,782
+100
| +4% | +$24.7K | 0.51% | 35 |
|
|
2022
Q1 | $663K | Buy |
2,682
+172
| +7% | +$42.5K | 0.44% | 42 |
|
|
2021
Q4 | $673K | Sell |
2,510
-1,229
| -33% | -$330K | 0.41% | 55 |
|
|
2021
Q3 | $901K | Buy |
3,739
+193
| +5% | +$46.5K | 0.57% | 37 |
|
|
2021
Q2 | $819K | Sell |
3,546
-1
| -0% | -$231 | 0.51% | 43 |
|
|
2021
Q1 | $795K | Buy |
3,547
+75
| +2% | +$16.8K | 0.52% | 45 |
|
|
2020
Q4 | $745K | Buy |
+3,472
| New | +$745K | 0.5% | 43 |
|