CWA
CM Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
2,425
-104
| -4% | -$30.4K | 0.21% | 41 |
|
|
2025
Q1 | $790K | Hold |
2,529
| – | – | 0.25% | 36 |
|
|
2024
Q4 | $733K | Hold |
2,529
| – | – | 0.24% | 40 |
|
|
2024
Q3 | $770K | Hold |
2,529
| – | – | 0.25% | 38 |
|
|
2024
Q2 | $644K | Buy |
2,529
+1,215
| +92% | +$310K | 0.31% | 30 |
|
|
2024
Q1 | $351K | Sell |
1,314
-852
| -39% | -$228K | 0.1% | 117 |
|
|
2023
Q4 | $642K | Hold |
2,166
| – | – | 0.28% | 31 |
|
|
2023
Q3 | $588K | Sell |
2,166
-200
| -8% | -$54.3K | 0.23% | 35 |
|
|
2023
Q2 | $696K | Buy |
2,366
+177
| +8% | +$52K | 0.23% | 47 |
|
|
2023
Q1 | $635K | Buy |
2,189
+23
| +1% | +$6.67K | 0.12% | 223 |
|
|
2022
Q4 | $571K | Hold |
2,166
| – | – | 0.29% | 36 |
|
|
2022
Q3 | $500M | Sell |
2,166
-15
| -0.7% | -$3.46M | 0.28% | 36 |
|
|
2022
Q2 | $538K | Buy |
+2,181
| New | +$538K | 0.33% | 37 |
|