CWM
Core Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Sell |
3,043
-40
| -1% | -$11.7K | 0.31% | 11 |
|
|
2025
Q1 | $963K | Sell |
3,083
-15
| -0.5% | -$4.69K | 0.37% | 11 |
|
|
2024
Q4 | $898K | Sell |
3,098
-121
| -4% | -$35.1K | 0.35% | 10 |
|
|
2024
Q3 | $820K | Hold |
3,219
| – | – | 0.33% | 10 |
|
|
2024
Q2 | $820K | Sell |
3,219
-204
| -6% | -$52K | 0.33% | 10 |
|
|
2024
Q1 | $965K | Hold |
3,423
| – | – | 0.42% | 8 |
|
|
2023
Q4 | $1.01M | Hold |
3,423
| – | – | 0.48% | 9 |
|
|
2023
Q3 | $902K | Sell |
3,423
-910
| -21% | -$240K | 0.47% | 8 |
|
|
2023
Q2 | $1.29M | Buy |
4,333
+3,332
| +333% | +$994K | 0.66% | 7 |
|
|
2023
Q1 | $280K | Hold |
1,001
| – | – | 0.15% | 15 |
|
|
2022
Q4 | $264K | Buy |
+1,001
| New | +$264K | 0.15% | 16 |
|