CWP
Core Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
1,774
+10
| +0.6% | +$2.92K | 0.26% | 82 |
|
|
2025
Q1 | $551K | Sell |
1,764
-3
| -0.2% | -$937 | 0.32% | 76 |
|
|
2024
Q4 | $512K | Buy |
1,767
+9
| +0.5% | +$2.61K | 0.29% | 76 |
|
|
2024
Q3 | $535K | Sell |
1,758
-720
| -29% | -$219K | 0.32% | 70 |
|
|
2024
Q2 | $632K | Buy |
2,478
+194
| +8% | +$49.5K | 0.43% | 55 |
|
|
2024
Q1 | $644K | Buy |
2,284
+93
| +4% | +$26.2K | 0.49% | 49 |
|
|
2023
Q4 | $650K | Buy |
2,191
+10
| +0.5% | +$2.97K | 0.53% | 43 |
|
|
2023
Q3 | $575K | Buy |
2,181
+8
| +0.4% | +$2.11K | 0.52% | 44 |
|
|
2023
Q2 | $649K | Buy |
2,173
+1
| +0% | +$298 | 0.6% | 42 |
|
|
2023
Q1 | $607K | Sell |
2,172
-8,723
| -80% | -$2.44M | 0.61% | 41 |
|
|
2022
Q4 | $895K | Buy |
+10,895
| New | +$895K | 1.01% | 29 |
|