CWA
Continuum Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
814
| – | – | 0.11% | 51 |
|
|
2025
Q1 | $254K | Hold |
814
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $236K | Hold |
814
| – | – | 0.12% | 53 |
|
|
2024
Q3 | $248K | Sell |
814
-100
| -11% | -$30.5K | 0.13% | 50 |
|
|
2024
Q2 | $233K | Hold |
914
| – | – | 0.12% | 53 |
|
|
2024
Q1 | $258K | Buy |
914
+51
| +6% | +$14.4K | 0.15% | 53 |
|
|
2023
Q4 | $256K | Buy |
863
+49
| +6% | +$14.5K | 0.17% | 41 |
|
|
2023
Q3 | $214K | Hold |
814
| – | – | 0.15% | 45 |
|
|
2023
Q2 | $243K | Hold |
814
| – | – | 0.17% | 42 |
|
|
2023
Q1 | $228K | Sell |
814
-182
| -18% | -$50.9K | 0.19% | 38 |
|
|
2022
Q4 | $262K | Buy |
+996
| New | +$262K | 0.26% | 34 |
|