DWP
Destiny Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
1,327
-27
| -2% | -$7.89K | 0.05% | 139 |
|
|
2025
Q1 | $423K | Buy |
1,354
+1
| +0.1% | +$312 | 0.07% | 115 |
|
|
2024
Q4 | $392K | Sell |
1,353
-46
| -3% | -$13.3K | 0.06% | 121 |
|
|
2024
Q3 | $426K | Buy |
1,399
+26
| +2% | +$7.92K | 0.07% | 111 |
|
|
2024
Q2 | $350K | Buy |
1,373
+132
| +11% | +$33.6K | 0.06% | 115 |
|
|
2024
Q1 | $350K | Sell |
1,241
-479
| -28% | -$135K | 0.06% | 115 |
|
|
2023
Q4 | $502K | Sell |
1,720
-288
| -14% | -$84K | 0.09% | 95 |
|
|
2023
Q3 | $529K | Buy |
2,008
+35
| +2% | +$9.22K | 0.11% | 93 |
|
|
2023
Q2 | $583K | Sell |
1,973
-341
| -15% | -$101K | 0.11% | 91 |
|
|
2023
Q1 | $647K | Sell |
2,314
-1,055
| -31% | -$295K | 0.13% | 85 |
|
|
2022
Q4 | $888K | Sell |
3,369
-75
| -2% | -$19.8K | 0.19% | 76 |
|
|
2022
Q3 | $795K | Buy |
3,444
+228
| +7% | +$52.6K | 0.18% | 75 |
|
|
2022
Q2 | $794K | Buy |
3,216
+371
| +13% | +$91.6K | 0.17% | 74 |
|
|
2022
Q1 | $704K | Buy |
2,845
+130
| +5% | +$32.2K | 0.14% | 86 |
|
|
2021
Q4 | $728K | Sell |
2,715
-117
| -4% | -$31.4K | 0.14% | 92 |
|
|
2021
Q3 | $683K | Sell |
2,832
-92
| -3% | -$22.2K | 0.14% | 92 |
|
|
2021
Q2 | $675K | Buy |
2,924
+268
| +10% | +$61.9K | 0.13% | 103 |
|
|
2021
Q1 | $595K | Hold |
2,656
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $570K | Buy |
+2,656
| New | +$570K | 0.12% | 95 |
|