CWM
Compass Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$1.25K | – | 296 |
|
|
2025
Q1 | $1.25K | Hold |
4
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $1.16K | Hold |
4
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $1.22K | Hold |
4
| – | – | ﹤0.01% | 384 |
|
|
2024
Q2 | $1.02K | Hold |
4
| – | – | ﹤0.01% | 390 |
|
|
2024
Q1 | $1.13K | Hold |
4
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $1.19K | Hold |
4
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $1.05K | Sell |
4
-165
| -98% | -$43.5K | ﹤0.01% | 384 |
|
|
2023
Q2 | $50.4K | Hold |
169
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $47.3K | Hold |
169
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $44.5K | Buy |
+169
| New | +$44.5K | 0.01% | 247 |
|